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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 | $30,180 | $106,247-71.6% | $96,515-68.7% | $139,466-78.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.06% | 38.47%-16.4pp | 35.73%-13.7pp | 373.66%-351.6pp |
| Employer contribution / active EE | $1,453 | $4,106-64.6% | $3,740-61.2% | $4,754-69.4% |
| Participant deferral / active EE | $8,466 | $5,456+55.2% | $4,880+73.5% | $6,712+26.1% |
| Admin fee / account holder | $467 | $7,885-94.1% | $6,735-93.1% | $11,409-95.9% |