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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 | $24,509 | $106,267-76.9% | $96,520-74.6% | $139,456-82.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.34% | 38.45%-21.1pp | 35.72%-18.4pp | 373.45%-356.1pp |
| Employer contribution / active EE | $6,448 | $4,105+57.1% | $3,739+72.5% | $4,753+35.7% |
| Participant deferral / active EE | $3,412 | $5,454-37.4% | $4,879-30.1% | $6,711-49.2% |
| Admin fee / account holder | $605 | $7,882-92.3% | $6,733-91.0% | $11,407-94.7% |