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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 | $12,059 | $88,702-86.4% | $81,780-85.3% | $145,978-91.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.45% | 1029.12%-1014.7pp | 776.27%-761.8pp | 550.52%-536.1pp |
| Employer contribution / active EE | $1,482 | $3,084-52.0% | $2,914-49.2% | $4,662-68.2% |
| Participant deferral / active EE | $2,903 | $4,645-37.5% | $4,321-32.8% | $6,690-56.6% |
| Admin fee / account holder | $8,809 | $8,414+4.7% | $7,384+19.3% | $13,400-34.3% |