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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 | $16,757 | $81,643-79.5% | $70,462-76.2% | $158,950-89.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 14.07% | 208.51%-194.4pp | 109.08%-95.0pp | 302.91%-288.8pp |
| Employer contribution / active EE | $1,322 | $3,218-58.9% | $2,737-51.7% | $4,762-72.2% |
| Participant deferral / active EE | $1,485 | $4,555-67.4% | $3,710-60.0% | $5,983-75.2% |
| Admin fee / account holder | $596 | $6,194-90.4% | $3,845-84.5% | $11,248-94.7% |