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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 | $28,296 | $106,267-73.4% | $96,520-70.7% | $139,456-79.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.83% | 38.45%-21.6pp | 35.72%-18.9pp | 373.45%-356.6pp |
| Employer contribution / active EE | $1,941 | $4,105-52.7% | $3,739-48.1% | $4,753-59.2% |
| Participant deferral / active EE | $10,874 | $5,454+99.4% | $4,879+122.9% | $6,711+62.0% |
| Admin fee / account holder | $1,760 | $7,882-77.7% | $6,733-73.9% | $11,407-84.6% |