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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 | $18,102 | $132,634-86.4% | $115,768-84.4% | $137,256-86.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 20.04% | 160.70%-140.7pp | 100.46%-80.4pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,901 | $3,360-43.4% | $2,940-35.3% | $4,156-54.3% |
| Participant deferral / active EE | $2,833 | $5,619-49.6% | $4,917-42.4% | $6,407-55.8% |
| Admin fee / account holder | $375 | $15,028-97.5% | $12,439-97.0% | $12,270-96.9% |