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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 | $18,743 | $63,861-70.7% | $104,639-82.1% | $79,856-76.5% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 16.81% | 21.30%-4.5pp | 340.67%-323.9pp | 31.71%-14.9pp |
| Employer contribution / active EE | $2,700 | $1,588+70.0% | $2,682+0.7% | $2,471+9.2% |
| Participant deferral / active EE | $3,431 | $2,693+27.4% | $3,738-8.2% | $3,741-8.3% |
| Admin fee / account holder | $395 | $4,185-90.6% | $6,465-93.9% | $5,306-92.6% |