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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 | $57,829 | $124,314-53.5% | $109,163-47.0% | $167,518-65.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.43% | 26.04%-12.6pp | 25.75%-12.3pp | 478.71%-465.3pp |
| Employer contribution / active EE | $2,380 | $4,209-43.5% | $3,723-36.1% | $4,838-50.8% |
| Participant deferral / active EE | $25,333 | $5,256+382.0% | $4,654+444.4% | $6,342+299.5% |
| Admin fee / account holder | $491 | $7,973-93.8% | $6,754-92.7% | $12,312-96.0% |