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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 | $20,083 | $85,060-76.4% | $70,565-71.5% | $139,487-85.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 16.24% | 30.39%-14.2pp | 32.79%-16.6pp | 373.84%-357.6pp |
| Employer contribution / active EE | $557 | $3,912-85.8% | $2,976-81.3% | $4,755-88.3% |
| Participant deferral / active EE | $1,924 | $5,891-67.3% | $4,568-57.9% | $6,713-71.3% |
| Admin fee / account holder | $13,159 | $8,932+47.3% | $6,430+104.7% | $11,407+15.4% |