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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 | $25,489 | $125,184-79.6% | $105,607-75.9% | $145,884-82.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.96% | 225.00%-213.0pp | 116.11%-104.1pp | 551.85%-539.9pp |
| Employer contribution / active EE | $1,406 | $3,720-62.2% | $3,167-55.6% | $4,662-69.8% |
| Participant deferral / active EE | $3,087 | $5,714-46.0% | $5,011-38.4% | $6,690-53.9% |
| Admin fee / account holder | $1,330 | $17,133-92.2% | $10,958-87.9% | $13,392-90.1% |