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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 | $29,089 | $115,917-74.9% | $100,535-71.1% | $158,982-81.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.91% | 34.80%-19.9pp | 30.90%-16.0pp | 302.99%-288.1pp |
| Employer contribution / active EE | $5,270 | $4,105+28.4% | $3,419+54.2% | $4,763+10.7% |
| Participant deferral / active EE | $8,033 | $6,677+20.3% | $6,271+28.1% | $5,983+34.3% |
| Admin fee / account holder | $415 | $11,002-96.2% | $8,085-94.9% | $11,252-96.3% |