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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 | $20,919 | $90,530-76.9% | $76,030-72.5% | $145,897-85.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 8.43% | 625.08%-616.6pp | 361.54%-353.1pp | 552.29%-543.9pp |
| Employer contribution / active EE | $2,856 | $3,319-14.0% | $2,688+6.3% | $4,663-38.7% |
| Participant deferral / active EE | $2,856 | $5,164-44.7% | $4,257-32.9% | $6,689-57.3% |
| Admin fee / account holder | $2,173 | $8,383-74.1% | $6,421-66.2% | $13,390-83.8% |