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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 | $22,549 | $106,280-78.8% | $96,538-76.6% | $139,487-83.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.51% | 38.48%-24.0pp | 35.74%-21.2pp | 373.84%-359.3pp |
| Employer contribution / active EE | $2,623 | $4,107-36.1% | $3,740-29.9% | $4,755-44.8% |
| Participant deferral / active EE | $11,557 | $5,457+111.8% | $4,880+136.8% | $6,713+72.2% |
| Admin fee / account holder | $412 | $7,888-94.8% | $6,737-93.9% | $11,407-96.4% |