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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 | $24,905 | $117,426-78.8% | $99,470-75.0% | $152,885-83.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 24.87% | 31.87%-7.0pp | 30.72%-5.9pp | 345.39%-320.5pp |
| Employer contribution / active EE | $1,911 | $3,014-36.6% | $2,540-24.8% | $4,763-59.9% |
| Participant deferral / active EE | $3,944 | $4,086-3.5% | $3,619+9.0% | $5,851-32.6% |
| Admin fee / account holder | $364 | $7,634-95.2% | $6,252-94.2% | $11,598-96.9% |