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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 | $11,029 | $110,379-90.0% | $102,412-89.2% | $145,884-92.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.87% | 24.84%-13.0pp | 24.94%-13.1pp | 551.85%-540.0pp |
| Employer contribution / active EE | $2,239 | $4,216-46.9% | $3,870-42.1% | $4,662-52.0% |
| Participant deferral / active EE | $3,913 | $5,622-30.4% | $5,060-22.7% | $6,690-41.5% |
| Admin fee / account holder | $1,014 | $9,745-89.6% | $8,388-87.9% | $13,392-92.4% |