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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 | $16,943 | $106,247-84.1% | $96,515-82.4% | $139,466-87.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 29.69% | 38.47%-8.8pp | 35.73%-6.0pp | 373.66%-344.0pp |
| Employer contribution / active EE | $5,764 | $4,106+40.4% | $3,740+54.1% | $4,754+21.3% |
| Participant deferral / active EE | $5,764 | $5,456+5.7% | $4,880+18.1% | $6,712-14.1% |
| Admin fee / account holder | $2,646 | $7,885-66.4% | $6,735-60.7% | $11,409-76.8% |