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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 | $14,918 | $105,960-85.9% | $81,726-81.7% | $158,982-90.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 8.29% | 38.19%-29.9pp | 29.49%-21.2pp | 302.99%-294.7pp |
| Employer contribution / active EE | $957 | $7,805-87.7% | $4,311-77.8% | $4,763-79.9% |
| Participant deferral / active EE | $3,267 | $13,011-74.9% | $7,108-54.0% | $5,983-45.4% |
| Admin fee / account holder | $8,267 | $8,494-2.7% | $5,160+60.2% | $11,252-26.5% |