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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 | $19,780 | $106,247-81.4% | $96,515-79.5% | $139,466-85.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.52% | 38.47%-25.9pp | 35.73%-23.2pp | 373.66%-361.1pp |
| Employer contribution / active EE | $3,224 | $4,106-21.5% | $3,740-13.8% | $4,754-32.2% |
| Participant deferral / active EE | $10,173 | $5,456+86.5% | $4,880+108.5% | $6,712+51.6% |
| Admin fee / account holder | $12,693 | $7,885+61.0% | $6,735+88.4% | $11,409+11.3% |