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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 | $28,076 | $106,247-73.6% | $96,515-70.9% | $139,466-79.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.97% | 38.47%-22.5pp | 35.73%-19.8pp | 373.66%-357.7pp |
| Employer contribution / active EE | $8,781 | $4,106+113.9% | $3,740+134.8% | $4,754+84.7% |
| Participant deferral / active EE | $6,500 | $5,456+19.1% | $4,880+33.2% | $6,712-3.2% |
| Admin fee / account holder | $879 | $7,885-88.8% | $6,735-86.9% | $11,409-92.3% |