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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 | $27,702 | $228,395-87.9% | $185,861-85.1% | $158,982-82.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 16.85% | 40.82%-24.0pp | 35.96%-19.1pp | 302.99%-286.1pp |
| Employer contribution / active EE | $9,158 | $4,968+84.4% | $4,088+124.0% | $4,763+92.3% |
| Participant deferral / active EE | $4,996 | $6,417-22.2% | $5,634-11.3% | $5,983-16.5% |
| Admin fee / account holder | $357 | $11,869-97.0% | $9,503-96.2% | $11,252-96.8% |