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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 | $13,405 | $110,410-87.9% | $102,437-86.9% | $145,897-90.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.40% | 24.85%-13.4pp | 24.95%-13.5pp | 552.29%-540.9pp |
| Employer contribution / active EE | $3,086 | $4,217-26.8% | $3,871-20.3% | $4,663-33.8% |
| Participant deferral / active EE | $2,398 | $5,622-57.3% | $5,060-52.6% | $6,689-64.1% |
| Admin fee / account holder | $1,289 | $9,745-86.8% | $8,388-84.6% | $13,390-90.4% |