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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 | $12,685 | $106,247-88.1% | $96,515-86.9% | $139,466-90.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.62% | 38.47%-23.8pp | 35.73%-21.1pp | 373.66%-359.0pp |
| Employer contribution / active EE | $2,024 | $4,106-50.7% | $3,740-45.9% | $4,754-57.4% |
| Participant deferral / active EE | $2,277 | $5,456-58.3% | $4,880-53.3% | $6,712-66.1% |
| Admin fee / account holder | $458 | $7,885-94.2% | $6,735-93.2% | $11,409-96.0% |