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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 | $14,337 | $61,125-76.5% | $94,057-84.8% | $87,485-83.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 17.94% | 35.20%-17.3pp | 480.62%-462.7pp | 26.06%-8.1pp |
| Employer contribution / active EE | $833 | $2,136-61.0% | $2,933-71.6% | $2,596-67.9% |
| Participant deferral / active EE | $1,233 | $3,260-62.2% | $4,709-73.8% | $4,274-71.1% |
| Admin fee / account holder | $549 | $5,629-90.2% | $7,244-92.4% | $7,775-92.9% |