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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 | $106,247-71.1% | $96,515-68.2% | $139,466-78.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.56% | 38.47%-21.9pp | 35.73%-19.2pp | 373.66%-357.1pp |
| Employer contribution / active EE | $2,121 | $4,106-48.3% | $3,740-43.3% | $4,754-55.4% |
| Participant deferral / active EE | $11,994 | $5,456+119.8% | $4,880+145.8% | $6,712+78.7% |
| Admin fee / account holder | $354 | $7,885-95.5% | $6,735-94.7% | $11,409-96.9% |