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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 | $18,554 | $108,922-83.0% | $100,398-81.5% | $145,978-87.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.74% | 58.04%-46.3pp | 49.32%-37.6pp | 550.52%-538.8pp |
| Employer contribution / active EE | $1,405 | $4,426-68.2% | $3,946-64.4% | $4,662-69.9% |
| Participant deferral / active EE | $2,573 | $8,450-69.5% | $8,084-68.2% | $6,690-61.5% |
| Admin fee / account holder | $1,375 | $9,680-85.8% | $7,893-82.6% | $13,400-89.7% |