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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 | $18,443 | $109,344-83.1% | $89,400-79.4% | $158,950-88.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 18.03% | 345.73%-327.7pp | 245.64%-227.6pp | 302.91%-284.9pp |
| Employer contribution / active EE | $1,115 | $3,170-64.8% | $2,586-56.9% | $4,762-76.6% |
| Participant deferral / active EE | $2,060 | $4,599-55.2% | $3,890-47.1% | $5,983-65.6% |
| Admin fee / account holder | $1,342 | $6,154-78.2% | $4,882-72.5% | $11,248-88.1% |