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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 | $27,973 | $110,278-74.6% | $95,740-70.8% | $139,466-79.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.17% | 27.19%-7.0pp | 28.41%-8.2pp | 373.66%-353.5pp |
| Employer contribution / active EE | $4,462 | $3,260+36.9% | $2,836+57.3% | $4,754-6.1% |
| Participant deferral / active EE | $8,768 | $4,674+87.6% | $4,244+106.6% | $6,712+30.6% |
| Admin fee / account holder | $1,235 | $6,613-81.3% | $5,676-78.2% | $11,409-89.2% |