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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 | $19,242 | $69,248-72.2% | $64,101-70.0% | $139,466-86.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.31% | 45.95%-31.6pp | 33.72%-19.4pp | 373.66%-359.3pp |
| Employer contribution / active EE | $1,846 | $3,185-42.0% | $2,749-32.8% | $4,754-61.2% |
| Participant deferral / active EE | $2,979 | $4,682-36.4% | $3,881-23.2% | $6,712-55.6% |
| Admin fee / account holder | $1,058 | $4,247-75.1% | $3,070-65.5% | $11,409-90.7% |