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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 | $13,571 | $70,366-80.7% | $66,674-79.6% | $138,895-90.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 17.48% | 386.41%-368.9pp | 321.24%-303.8pp | 145.39%-127.9pp |
| Employer contribution / active EE | $2,533 | $2,765-8.4% | $2,620-3.3% | $4,194-39.6% |
| Participant deferral / active EE | $3,091 | $4,374-29.3% | $4,084-24.3% | $6,396-51.7% |
| Admin fee / account holder | $2,867 | $5,262-45.5% | $5,098-43.8% | $12,562-77.2% |