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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 | $17,149 | $91,037-81.2% | $71,671-76.1% | $147,585-88.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 10.69% | 20.48%-9.8pp | 20.65%-10.0pp | 578.58%-567.9pp |
| Employer contribution / active EE | $993 | $3,327-70.2% | $2,460-59.6% | $4,876-79.6% |
| Participant deferral / active EE | $3,121 | $4,498-30.6% | $3,438-9.2% | $5,439-42.6% |
| Admin fee / account holder | $487 | $8,613-94.3% | $5,558-91.2% | $10,886-95.5% |