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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 | $28,873 | $96,524-70.1% | $75,900-62.0% | $152,909-81.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 13.34% | 33.93%-20.6pp | 30.73%-17.4pp | 345.46%-332.1pp |
| Employer contribution / active EE | $1,386 | $3,311-58.2% | $2,501-44.6% | $4,764-70.9% |
| Participant deferral / active EE | $2,191 | $4,554-51.9% | $3,604-39.2% | $5,851-62.6% |
| Admin fee / account holder | $3,743 | $8,082-53.7% | $5,421-31.0% | $11,601-67.7% |