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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 | $13,659 | $100,262-86.4% | $81,370-83.2% | $145,897-90.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.10% | 34.52%-24.4pp | 24.85%-14.7pp | 552.29%-542.2pp |
| Employer contribution / active EE | $2,686 | $2,979-9.8% | $2,464+9.0% | $4,663-42.4% |
| Participant deferral / active EE | $4,581 | $4,612-0.7% | $3,885+17.9% | $6,689-31.5% |
| Admin fee / account holder | $9,640 | $8,163+18.1% | $5,749+67.7% | $13,390-28.0% |