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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 | $23,976 | $115,917-79.3% | $100,535-76.2% | $158,982-84.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 22.64% | 34.80%-12.2pp | 30.90%-8.3pp | 302.99%-280.3pp |
| Employer contribution / active EE | $1,351 | $4,105-67.1% | $3,419-60.5% | $4,763-71.6% |
| Participant deferral / active EE | $6,093 | $6,677-8.7% | $6,271-2.8% | $5,983+1.8% |
| Admin fee / account holder | $342 | $11,002-96.9% | $8,085-95.8% | $11,252-97.0% |