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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 | $24,099 | $85,030-71.7% | $70,525-65.8% | $139,427-82.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 12.75% | 30.35%-17.6pp | 32.76%-20.0pp | 373.27%-360.5pp |
| Employer contribution / active EE | $9,883 | $3,909+152.8% | $2,974+232.3% | $4,752+108.0% |
| Participant deferral / active EE | $1,109 | $5,891-81.2% | $4,567-75.7% | $6,711-83.5% |
| Admin fee / account holder | $331 | $8,908-96.3% | $6,413-94.8% | $11,404-97.1% |