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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 | $13,357 | $103,008-87.0% | $90,304-85.2% | $152,897-91.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 12.02% | 95.22%-83.2pp | 78.13%-66.1pp | 345.43%-333.4pp |
| Employer contribution / active EE | $1,809 | $3,139-42.4% | $2,855-36.6% | $4,764-62.0% |
| Participant deferral / active EE | $4,089 | $4,281-4.5% | $3,885+5.2% | $5,851-30.1% |
| Admin fee / account holder | $2,270 | $6,175-63.2% | $5,354-57.6% | $11,599-80.4% |