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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 | $19,814 | $115,911-82.9% | $100,530-80.3% | $158,950-87.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 19.90% | 34.80%-14.9pp | 30.89%-11.0pp | 302.91%-283.0pp |
| Employer contribution / active EE | $1,834 | $4,104-55.3% | $3,418-46.4% | $4,762-61.5% |
| Participant deferral / active EE | $2,376 | $6,676-64.4% | $6,271-62.1% | $5,983-60.3% |
| Admin fee / account holder | $367 | $10,999-96.7% | $8,083-95.5% | $11,248-96.7% |