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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 | $30,706 | $106,267-71.1% | $96,520-68.2% | $139,456-78.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.56% | 38.45%-21.9pp | 35.72%-19.2pp | 373.45%-356.9pp |
| Employer contribution / active EE | $2,121 | $4,105-48.3% | $3,739-43.3% | $4,753-55.4% |
| Participant deferral / active EE | $11,994 | $5,454+119.9% | $4,879+145.8% | $6,711+78.7% |
| Admin fee / account holder | $354 | $7,882-95.5% | $6,733-94.7% | $11,407-96.9% |