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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 | $19,341 | $106,247-81.8% | $96,515-80.0% | $139,466-86.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 25.28% | 38.47%-13.2pp | 35.73%-10.4pp | 373.66%-348.4pp |
| Employer contribution / active EE | $3,003 | $4,106-26.9% | $3,740-19.7% | $4,754-36.8% |
| Participant deferral / active EE | $7,492 | $5,456+37.3% | $4,880+53.5% | $6,712+11.6% |
| Admin fee / account holder | $658 | $7,885-91.7% | $6,735-90.2% | $11,409-94.2% |