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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 | $20,052 | $102,638-80.5% | $81,991-75.5% | $158,966-87.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 17.04% | 61.05%-44.0pp | 41.31%-24.3pp | 302.95%-285.9pp |
| Employer contribution / active EE | $1,445 | $3,241-55.4% | $2,498-42.2% | $4,762-69.7% |
| Participant deferral / active EE | $1,514 | $4,649-67.4% | $3,722-59.3% | $5,983-74.7% |
| Admin fee / account holder | $960 | $8,237-88.4% | $5,665-83.1% | $11,250-91.5% |