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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 | $23,203 | $102,828-77.4% | $105,387-78.0% | $152,897-84.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.35% | 20.85%+3.5pp | 26.82%-2.5pp | 345.43%-321.1pp |
| Employer contribution / active EE | $1,843 | $4,473-58.8% | $4,213-56.3% | $4,764-61.3% |
| Participant deferral / active EE | $5,544 | $5,465+1.4% | $5,502+0.8% | $5,851-5.3% |
| Admin fee / account holder | $390 | $8,683-95.5% | $6,559-94.0% | $11,599-96.6% |