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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 | $18,523 | $165,584-88.8% | $142,942-87.0% | $137,256-86.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 14.18% | 164.22%-150.0pp | 113.70%-99.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,246 | $4,725-73.6% | $4,139-69.9% | $4,156-70.0% |
| Participant deferral / active EE | $6,966 | $8,194-15.0% | $7,128-2.3% | $6,407+8.7% |
| Admin fee / account holder | $2,878 | $16,167-82.2% | $12,475-76.9% | $12,270-76.5% |