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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 | $14,246 | $77,449-81.6% | $69,483-79.5% | $152,909-90.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 19.34% | 39.09%-19.8pp | 28.99%-9.6pp | 345.46%-326.1pp |
| Employer contribution / active EE | $1,316 | $3,316-60.3% | $2,780-52.7% | $4,764-72.4% |
| Participant deferral / active EE | $3,412 | $4,415-22.7% | $3,537-3.5% | $5,851-41.7% |
| Admin fee / account holder | $759 | $6,210-87.8% | $3,841-80.2% | $11,601-93.5% |