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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 | $12,682 | $105,960-88.0% | $81,726-84.5% | $158,982-92.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 15.96% | 38.19%-22.2pp | 29.49%-13.5pp | 302.99%-287.0pp |
| Employer contribution / active EE | $951 | $7,805-87.8% | $4,311-77.9% | $4,763-80.0% |
| Participant deferral / active EE | $1,043 | $13,011-92.0% | $7,108-85.3% | $5,983-82.6% |
| Admin fee / account holder | $1,265 | $8,494-85.1% | $5,160-75.5% | $11,252-88.8% |