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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 | $14,566 | $106,247-86.3% | $96,515-84.9% | $139,466-89.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.76% | 38.47%-16.7pp | 35.73%-14.0pp | 373.66%-351.9pp |
| Employer contribution / active EE | $1,973 | $4,106-51.9% | $3,740-47.2% | $4,754-58.5% |
| Participant deferral / active EE | $2,326 | $5,456-57.4% | $4,880-52.3% | $6,712-65.4% |
| Admin fee / account holder | $1,061 | $7,885-86.5% | $6,735-84.2% | $11,409-90.7% |