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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 | $33,644 | $124,314-72.9% | $109,163-69.2% | $167,518-79.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.15% | 26.04%-7.9pp | 25.75%-7.6pp | 478.71%-460.6pp |
| Employer contribution / active EE | $1,043 | $4,209-75.2% | $3,723-72.0% | $4,838-78.5% |
| Participant deferral / active EE | $9,352 | $5,256+77.9% | $4,654+101.0% | $6,342+47.5% |
| Admin fee / account holder | $541 | $7,973-93.2% | $6,754-92.0% | $12,312-95.6% |