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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 | $17,455 | $106,247-83.6% | $96,515-81.9% | $139,466-87.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.99% | 38.47%-17.5pp | 35.73%-14.7pp | 373.66%-352.7pp |
| Employer contribution / active EE | $5,250 | $4,106+27.9% | $3,740+40.4% | $4,754+10.4% |
| Participant deferral / active EE | $1,810 | $5,456-66.8% | $4,880-62.9% | $6,712-73.0% |
| Admin fee / account holder | $565 | $7,885-92.8% | $6,735-91.6% | $11,409-95.0% |