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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 | $13,420 | $125,778-89.3% | $114,563-88.3% | $154,746-91.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 18.89% | 295.14%-276.2pp | 241.09%-222.2pp | 172.34%-153.4pp |
| Employer contribution / active EE | $1,641 | $2,806-41.5% | $2,592-36.7% | $4,379-62.5% |
| Participant deferral / active EE | $1,641 | $4,445-63.1% | $4,142-60.4% | $6,730-75.6% |
| Admin fee / account holder | $663 | $8,190-91.9% | $7,623-91.3% | $14,365-95.4% |