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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 | $202,257 | $101,795+98.7% | $165,100+22.5% | $80,959+149.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 11.01% | 16.73%-5.7pp | 70.21%-59.2pp | 35.67%-24.7pp |
| Employer contribution / active EE | $1,442 | $2,954-51.2% | $4,348-66.8% | $2,757-47.7% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $722 | $8,221-91.2% | $12,696-94.3% | $6,925-89.6% |