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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 | $20,574 | $77,419-73.4% | $69,461-70.4% | $152,885-86.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 18.04% | 39.07%-21.0pp | 28.97%-10.9pp | 345.39%-327.3pp |
| Employer contribution / active EE | $1,628 | $3,315-50.9% | $2,779-41.4% | $4,763-65.8% |
| Participant deferral / active EE | $6,488 | $4,414+47.0% | $3,536+83.5% | $5,851+10.9% |
| Admin fee / account holder | $306 | $6,207-95.1% | $3,840-92.0% | $11,598-97.4% |