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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 | $44,228 | $102,422-56.8% | $147,117-69.9% | $80,959-45.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.83% | 135.16%-122.3pp | 420.54%-407.7pp | 35.67%-22.8pp |
| Employer contribution / active EE | $1,082 | $3,717-70.9% | $4,932-78.1% | $2,757-60.7% |
| Participant deferral / active EE | $7,435 | $6,652+11.8% | $8,065-7.8% | $4,300+72.9% |
| Admin fee / account holder | $327 | $7,953-95.9% | $12,993-97.5% | $6,925-95.3% |