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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 | $21,024 | $129,737-83.8% | $119,126-82.4% | $154,746-86.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 10.43% | 379.08%-368.6pp | 282.11%-271.7pp | 172.34%-161.9pp |
| Employer contribution / active EE | $3,073 | $4,375-29.7% | $4,034-23.8% | $4,379-29.8% |
| Participant deferral / active EE | $2,117 | $5,842-63.8% | $5,318-60.2% | $6,730-68.6% |
| Admin fee / account holder | $407 | $11,961-96.6% | $10,693-96.2% | $14,365-97.2% |