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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,010 | $124,330-83.9% | $109,173-81.7% | $167,536-88.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.14% | 26.04%-12.9pp | 25.75%-12.6pp | 478.82%-465.7pp |
| Employer contribution / active EE | $2,577 | $4,209-38.8% | $3,723-30.8% | $4,839-46.8% |
| Participant deferral / active EE | $2,144 | $5,256-59.2% | $4,654-53.9% | $6,342-66.2% |
| Admin fee / account holder | $717 | $7,974-91.0% | $6,755-89.4% | $12,315-94.2% |