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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 | $21,907 | $110,379-80.2% | $102,412-78.6% | $145,884-85.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.49% | 24.84%-12.3pp | 24.94%-12.4pp | 551.85%-539.4pp |
| Employer contribution / active EE | $2,203 | $4,216-47.7% | $3,870-43.1% | $4,662-52.7% |
| Participant deferral / active EE | $4,694 | $5,622-16.5% | $5,060-7.2% | $6,690-29.8% |
| Admin fee / account holder | $12,700 | $9,745+30.3% | $8,388+51.4% | $13,392-5.2% |