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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 | $13,894 | $51,638-73.1% | $129,406-89.3% | $80,959-82.8% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 14.62% | 20.78%-6.2pp | 9468.18%-9453.6pp | 35.67%-21.0pp |
| Employer contribution / active EE | $1,896 | $1,584+19.8% | $4,155-54.4% | $2,757-31.2% |
| Participant deferral / active EE | $3,133 | $2,670+17.3% | $4,167-24.8% | $4,300-27.2% |
| Admin fee / account holder | $443 | $4,313-89.7% | $7,689-94.2% | $6,925-93.6% |