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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 | $3,018 | $67,823-95.6% | $52,425-94.2% | $137,256-97.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 17.01% | 219.11%-202.1pp | 302.12%-285.1pp | 220.34%-203.3pp |
| Employer contribution / active EE | $692 | $1,163-40.5% | $914-24.3% | $4,156-83.4% |
| Participant deferral / active EE | $1,155 | $2,288-49.5% | $1,790-35.5% | $6,407-82.0% |
| Admin fee / account holder | $326 | $2,844-88.5% | $2,495-86.9% | $12,270-97.3% |