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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 | $16,155 | $100,203-83.9% | $85,240-81.0% | $145,897-88.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.42% | 84.28%-74.9pp | 66.75%-57.3pp | 552.29%-542.9pp |
| Employer contribution / active EE | $1,906 | $3,242-41.2% | $2,735-30.3% | $4,663-59.1% |
| Participant deferral / active EE | $6,806 | $5,299+28.5% | $4,527+50.3% | $6,689+1.7% |
| Admin fee / account holder | $5,867 | $7,265-19.2% | $6,165-4.8% | $13,390-56.2% |