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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 | $24,111 | $110,307-78.1% | $96,576-75.0% | $139,456-82.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 18.45% | 26.40%-7.9pp | 25.87%-7.4pp | 373.45%-355.0pp |
| Employer contribution / active EE | $3,241 | $3,619-10.5% | $2,965+9.3% | $4,753-31.8% |
| Participant deferral / active EE | $4,243 | $5,547-23.5% | $4,851-12.5% | $6,711-36.8% |
| Admin fee / account holder | $1,197 | $11,597-89.7% | $8,253-85.5% | $11,407-89.5% |