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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 | $10,620 | $97,751-89.1% | $103,431-89.7% | $145,978-92.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 11.01% | 25.43%-14.4pp | 23.92%-12.9pp | 550.52%-539.5pp |
| Employer contribution / active EE | $3,888 | $4,684-17.0% | $4,678-16.9% | $4,662-16.6% |
| Participant deferral / active EE | $3,888 | $6,603-41.1% | $6,625-41.3% | $6,690-41.9% |
| Admin fee / account holder | $3,472 | $12,515-72.3% | $9,412-63.1% | $13,400-74.1% |