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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 | $24,649 | $104,251-76.4% | $91,004-72.9% | $147,586-83.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 19.51% | 27.06%-7.6pp | 4.60%+14.9pp | 578.59%-559.1pp |
| Employer contribution / active EE | $3,031 | $3,116-2.7% | $2,456+23.4% | $4,876-37.8% |
| Participant deferral / active EE | $7,310 | $4,195+74.3% | $3,548+106.1% | $5,439+34.4% |
| Admin fee / account holder | $658 | $8,948-92.7% | $5,417-87.9% | $10,886-94.0% |