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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 | $85,060-71.7% | $70,565-65.8% | $139,487-82.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 12.75% | 30.39%-17.6pp | 32.79%-20.0pp | 373.84%-361.1pp |
| Employer contribution / active EE | $9,883 | $3,912+152.6% | $2,976+232.1% | $4,755+107.9% |
| Participant deferral / active EE | $1,109 | $5,891-81.2% | $4,568-75.7% | $6,713-83.5% |
| Admin fee / account holder | $331 | $8,932-96.3% | $6,430-94.9% | $11,407-97.1% |