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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 | $35,905 | $104,251-65.6% | $91,004-60.5% | $147,585-75.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 12.23% | 27.06%-14.8pp | 4.60%+7.6pp | 578.58%-566.4pp |
| Employer contribution / active EE | $1,817 | $3,116-41.7% | $2,456-26.0% | $4,876-62.7% |
| Participant deferral / active EE | $7,560 | $4,195+80.2% | $3,548+113.1% | $5,439+39.0% |
| Admin fee / account holder | $341 | $8,948-96.2% | $5,417-93.7% | $10,886-96.9% |