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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 | $13,620 | $77,419-82.4% | $69,461-80.4% | $152,885-91.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 24.65% | 39.07%-14.4pp | 28.97%-4.3pp | 345.39%-320.7pp |
| Employer contribution / active EE | $1,200 | $3,315-63.8% | $2,779-56.8% | $4,763-74.8% |
| Participant deferral / active EE | $1,219 | $4,414-72.4% | $3,536-65.5% | $5,851-79.2% |
| Admin fee / account holder | $415 | $6,207-93.3% | $3,840-89.2% | $11,598-96.4% |