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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 | $13,075 | $105,929-87.7% | $81,716-84.0% | $158,966-91.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 10.35% | 38.19%-27.8pp | 29.49%-19.1pp | 302.95%-292.6pp |
| Employer contribution / active EE | $741 | $7,802-90.5% | $4,310-82.8% | $4,762-84.4% |
| Participant deferral / active EE | $2,307 | $13,007-82.3% | $7,108-67.5% | $5,983-61.4% |
| Admin fee / account holder | $2,834 | $8,492-66.6% | $5,159-45.1% | $11,250-74.8% |