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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 | $18,978 | $45,041-57.9% | $63,003-69.9% | $70,131-72.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 20.34% | 18.76%+1.6pp | 87.59%-67.2pp | 73.14%-52.8pp |
| Employer contribution / active EE | $7,328 | $2,052+257.1% | $2,760+165.5% | $2,342+212.8% |
| Participant deferral / active EE | $2,337 | $2,465-5.2% | $3,329-29.8% | $3,332-29.9% |
| Admin fee / account holder | $450 | $2,836-84.1% | $3,600-87.5% | $4,645-90.3% |