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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 | $10,697 | $95,580-88.8% | $76,872-86.1% | $139,466-92.3% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.03% | 55.00%-42.0pp | 37.90%-24.9pp | 373.66%-360.6pp |
| Employer contribution / active EE | $1,734 | $3,145-44.9% | $2,533-31.6% | $4,754-63.5% |
| Participant deferral / active EE | $1,825 | $4,623-60.5% | $3,832-52.4% | $6,712-72.8% |
| Admin fee / account holder | $4,460 | $8,302-46.3% | $5,476-18.6% | $11,409-60.9% |