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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 | $20,479 | $110,337-81.4% | $102,383-80.0% | $145,877-86.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.07% | 24.83%-11.8pp | 24.94%-11.9pp | 551.28%-538.2pp |
| Employer contribution / active EE | $2,612 | $4,216-38.1% | $3,870-32.5% | $4,663-44.0% |
| Participant deferral / active EE | $5,290 | $5,621-5.9% | $5,060+4.5% | $6,691-20.9% |
| Admin fee / account holder | $1,253 | $9,750-87.1% | $8,391-85.1% | $13,402-90.6% |