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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 | $10,355 | $114,013-90.9% | $103,693-90.0% | $155,188-93.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 17.87% | 49.31%-31.4pp | 47.61%-29.7pp | 148.84%-131.0pp |
| Employer contribution / active EE | $863 | $3,131-72.4% | $2,920-70.4% | $4,248-79.7% |
| Participant deferral / active EE | $2,470 | $4,970-50.3% | $4,579-46.1% | $6,531-62.2% |
| Admin fee / account holder | $640 | $8,407-92.4% | $7,858-91.9% | $14,480-95.6% |