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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 | $125,778-89.4% | $114,563-88.3% | $154,746-91.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 21.33% | 295.14%-273.8pp | 241.09%-219.8pp | 172.34%-151.0pp |
| Employer contribution / active EE | $1,019 | $2,806-63.7% | $2,592-60.7% | $4,379-76.7% |
| Participant deferral / active EE | $3,638 | $4,445-18.1% | $4,142-12.2% | $6,730-45.9% |
| Admin fee / account holder | $726 | $8,190-91.1% | $7,623-90.5% | $14,365-94.9% |