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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 | $20,280 | $57,352-64.6% | $83,831-75.8% | $64,173-68.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 6.95% | 11.38%-4.4pp | 850.99%-844.0pp | 7.63%-0.7pp |
| Employer contribution / active EE | $3,972 | $2,546+56.1% | $3,631+9.4% | $2,381+66.8% |
| Participant deferral / active EE | $6,147 | $2,993+105.4% | $4,082+50.6% | $3,470+77.2% |
| Admin fee / account holder | $311 | $4,046-92.3% | $5,479-94.3% | $4,887-93.6% |