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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 | $24,389 | $110,278-77.9% | $95,740-74.5% | $139,466-82.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.75% | 27.19%-4.4pp | 28.41%-5.7pp | 373.66%-350.9pp |
| Employer contribution / active EE | $4,669 | $3,260+43.2% | $2,836+64.6% | $4,754-1.8% |
| Participant deferral / active EE | $12,828 | $4,674+174.4% | $4,244+202.3% | $6,712+91.1% |
| Admin fee / account holder | $409 | $6,613-93.8% | $5,676-92.8% | $11,409-96.4% |