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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 | $13,936 | $106,280-86.9% | $96,538-85.6% | $139,487-90.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 24.22% | 38.48%-14.3pp | 35.74%-11.5pp | 373.84%-349.6pp |
| Employer contribution / active EE | $2,915 | $4,107-29.0% | $3,740-22.1% | $4,755-38.7% |
| Participant deferral / active EE | $6,079 | $5,457+11.4% | $4,880+24.5% | $6,713-9.4% |
| Admin fee / account holder | $949 | $7,888-88.0% | $6,737-85.9% | $11,407-91.7% |