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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 | $28,714 | $106,247-73.0% | $96,515-70.2% | $139,466-79.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.18% | 38.47%-26.3pp | 35.73%-23.6pp | 373.66%-361.5pp |
| Employer contribution / active EE | $1,502 | $4,106-63.4% | $3,740-59.8% | $4,754-68.4% |
| Participant deferral / active EE | $7,983 | $5,456+46.3% | $4,880+63.6% | $6,712+18.9% |
| Admin fee / account holder | $16,784 | $7,885+112.9% | $6,735+149.2% | $11,409+47.1% |