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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 | $17,415 | $104,694-83.4% | $85,709-79.7% | $167,536-89.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 19.15% | 21.45%-2.3pp | 21.49%-2.3pp | 478.82%-459.7pp |
| Employer contribution / active EE | $1,549 | $3,337-53.6% | $2,619-40.8% | $4,839-68.0% |
| Participant deferral / active EE | $5,014 | $4,826+3.9% | $3,924+27.8% | $6,342-20.9% |
| Admin fee / account holder | $1,660 | $10,035-83.5% | $6,876-75.9% | $12,315-86.5% |