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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 | $23,443 | $124,351-81.1% | $109,188-78.5% | $167,553-86.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.62% | 26.04%-7.4pp | 25.76%-7.1pp | 478.89%-460.3pp |
| Employer contribution / active EE | $3,585 | $4,210-14.8% | $3,723-3.7% | $4,840-25.9% |
| Participant deferral / active EE | $2,692 | $5,257-48.8% | $4,654-42.2% | $6,343-57.6% |
| Admin fee / account holder | $1,245 | $7,975-84.4% | $6,755-81.6% | $12,316-89.9% |