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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 | $9,691 | $125,778-92.3% | $114,563-91.5% | $154,746-93.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 17.94% | 295.14%-277.2pp | 241.09%-223.1pp | 172.34%-154.4pp |
| Employer contribution / active EE | $1,047 | $2,806-62.7% | $2,592-59.6% | $4,379-76.1% |
| Participant deferral / active EE | $2,002 | $4,445-55.0% | $4,142-51.7% | $6,730-70.3% |
| Admin fee / account holder | $2,325 | $8,190-71.6% | $7,623-69.5% | $14,365-83.8% |