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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 | $28,345 | $211,288-86.6% | $178,540-84.1% | $145,884-80.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.74% | 30.27%-8.5pp | 27.15%-5.4pp | 551.85%-530.1pp |
| Employer contribution / active EE | $2,184 | $4,574-52.2% | $3,953-44.7% | $4,662-53.2% |
| Participant deferral / active EE | $8,375 | $6,967+20.2% | $6,281+33.3% | $6,690+25.2% |
| Admin fee / account holder | $2,530 | $12,105-79.1% | $10,424-75.7% | $13,392-81.1% |