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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 | $17,041 | $129,737-86.9% | $119,126-85.7% | $154,746-89.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 10.22% | 379.08%-368.9pp | 282.11%-271.9pp | 172.34%-162.1pp |
| Employer contribution / active EE | $1,471 | $4,375-66.4% | $4,034-63.5% | $4,379-66.4% |
| Participant deferral / active EE | $3,687 | $5,842-36.9% | $5,318-30.7% | $6,730-45.2% |
| Admin fee / account holder | $9,723 | $11,961-18.7% | $10,693-9.1% | $14,365-32.3% |