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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 | $115,901-79.3% | $100,525-76.1% | $158,931-84.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 22.64% | 34.80%-12.2pp | 30.89%-8.2pp | 302.86%-280.2pp |
| Employer contribution / active EE | $1,351 | $4,104-67.1% | $3,418-60.5% | $4,761-71.6% |
| Participant deferral / active EE | $6,093 | $6,675-8.7% | $6,270-2.8% | $5,982+1.9% |
| Admin fee / account holder | $342 | $10,998-96.9% | $8,082-95.8% | $11,247-97.0% |