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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 | $100,147-86.4% | $81,286-83.2% | $145,877-90.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.10% | 34.44%-24.3pp | 24.80%-14.7pp | 551.28%-541.2pp |
| Employer contribution / active EE | $2,686 | $2,977-9.8% | $2,463+9.1% | $4,663-42.4% |
| Participant deferral / active EE | $4,581 | $4,607-0.6% | $3,883+18.0% | $6,691-31.5% |
| Admin fee / account holder | $9,640 | $8,201+17.5% | $5,764+67.2% | $13,402-28.1% |