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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 | $14,869 | $106,247-86.0% | $96,515-84.6% | $139,466-89.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.88% | 38.47%-19.6pp | 35.73%-16.8pp | 373.66%-354.8pp |
| Employer contribution / active EE | $2,322 | $4,106-43.4% | $3,740-37.9% | $4,754-51.2% |
| Participant deferral / active EE | $2,061 | $5,456-62.2% | $4,880-57.8% | $6,712-69.3% |
| Admin fee / account holder | $349 | $7,885-95.6% | $6,735-94.8% | $11,409-96.9% |