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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 | $11,506 | $114,013-89.9% | $103,693-88.9% | $155,188-92.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 18.08% | 49.31%-31.2pp | 47.61%-29.5pp | 148.84%-130.8pp |
| Employer contribution / active EE | $865 | $3,131-72.4% | $2,920-70.4% | $4,248-79.6% |
| Participant deferral / active EE | $1,243 | $4,970-75.0% | $4,579-72.9% | $6,531-81.0% |
| Admin fee / account holder | $6,161 | $8,407-26.7% | $7,858-21.6% | $14,480-57.4% |