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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 | $18,754 | $125,193-85.0% | $105,591-82.2% | $145,978-87.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.40% | 225.53%-214.1pp | 116.43%-105.0pp | 550.52%-539.1pp |
| Employer contribution / active EE | $1,804 | $3,718-51.5% | $3,166-43.0% | $4,662-61.3% |
| Participant deferral / active EE | $0 | $5,708-100.0% | $5,008-100.0% | $6,690-100.0% |
| Admin fee / account holder | $18,221 | $17,277+5.5% | $11,024+65.3% | $13,400+36.0% |