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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 | $29,277 | $77,416-62.2% | $69,464-57.9% | $152,897-80.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 12.27% | 39.08%-26.8pp | 28.98%-16.7pp | 345.43%-333.2pp |
| Employer contribution / active EE | $1,095 | $3,315-67.0% | $2,779-60.6% | $4,764-77.0% |
| Participant deferral / active EE | $1,054 | $4,413-76.1% | $3,536-70.2% | $5,851-82.0% |
| Admin fee / account holder | $899 | $6,208-85.5% | $3,840-76.6% | $11,599-92.3% |