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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 | $14,094 | $90,486-84.4% | $78,676-82.1% | $273,972-94.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.19% | 75.62%-71.4pp | 62.19%-58.0pp | 41.46%-37.3pp |
| Employer contribution / active EE | $1,332 | $3,175-58.0% | $2,850-53.3% | $4,869-72.6% |
| Participant deferral / active EE | $1,019 | $3,901-73.9% | $3,517-71.0% | $5,287-80.7% |
| Admin fee / account holder | $1,924 | $5,263-63.4% | $4,510-57.3% | $10,133-81.0% |