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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 | $9,741 | $90,530-89.2% | $76,030-87.2% | $145,897-93.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 16.42% | 625.08%-608.7pp | 361.54%-345.1pp | 552.29%-535.9pp |
| Employer contribution / active EE | $2,215 | $3,319-33.3% | $2,688-17.6% | $4,663-52.5% |
| Participant deferral / active EE | $2,386 | $5,164-53.8% | $4,257-44.0% | $6,689-64.3% |
| Admin fee / account holder | $2,631 | $8,383-68.6% | $6,421-59.0% | $13,390-80.4% |