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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 | $30,494 | $117,444-74.0% | $99,479-69.3% | $152,909-80.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 15.87% | 31.87%-16.0pp | 30.72%-14.8pp | 345.46%-329.6pp |
| Employer contribution / active EE | $7,225 | $3,014+139.7% | $2,540+184.4% | $4,764+51.7% |
| Participant deferral / active EE | $3,065 | $4,086-25.0% | $3,619-15.3% | $5,851-47.6% |
| Admin fee / account holder | $907 | $7,635-88.1% | $6,253-85.5% | $11,601-92.2% |