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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 | $13,919 | $108,882-87.2% | $96,754-85.6% | $154,746-91.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 12.82% | 98.39%-85.6pp | 82.04%-69.2pp | 172.34%-159.5pp |
| Employer contribution / active EE | $2,003 | $3,018-33.6% | $2,679-25.2% | $4,379-54.3% |
| Participant deferral / active EE | $2,031 | $5,323-61.8% | $4,758-57.3% | $6,730-69.8% |
| Admin fee / account holder | $1,813 | $10,200-82.2% | $8,905-79.6% | $14,365-87.4% |