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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 | $24,475 | $90,486-73.0% | $78,676-68.9% | $273,972-91.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.14% | 75.62%-64.5pp | 62.19%-51.0pp | 41.46%-30.3pp |
| Employer contribution / active EE | $1,616 | $3,175-49.1% | $2,850-43.3% | $4,869-66.8% |
| Participant deferral / active EE | $1,069 | $3,901-72.6% | $3,517-69.6% | $5,287-79.8% |
| Admin fee / account holder | $1,377 | $5,263-73.8% | $4,510-69.5% | $10,133-86.4% |