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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 | $13,373 | $102,938-87.0% | $94,105-85.8% | $138,895-90.4% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 21.33% | 250.28%-229.0pp | 204.55%-183.2pp | 145.39%-124.1pp |
| Employer contribution / active EE | $1,019 | $2,732-62.7% | $2,504-59.3% | $4,194-75.7% |
| Participant deferral / active EE | $3,638 | $4,196-13.3% | $3,881-6.3% | $6,396-43.1% |
| Admin fee / account holder | $726 | $6,600-89.0% | $6,199-88.3% | $12,562-94.2% |