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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 | $14,557 | $125,778-88.4% | $114,563-87.3% | $154,746-90.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 18.82% | 295.14%-276.3pp | 241.09%-222.3pp | 172.34%-153.5pp |
| Employer contribution / active EE | $1,471 | $2,806-47.6% | $2,592-43.2% | $4,379-66.4% |
| Participant deferral / active EE | $2,045 | $4,445-54.0% | $4,142-50.6% | $6,730-69.6% |
| Admin fee / account holder | $864 | $8,190-89.4% | $7,623-88.7% | $14,365-94.0% |