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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 | $18,875 | $110,337-82.9% | $102,383-81.6% | $145,877-87.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.81% | 24.83%-11.0pp | 24.94%-11.1pp | 551.28%-537.5pp |
| Employer contribution / active EE | $1,390 | $4,216-67.0% | $3,870-64.1% | $4,663-70.2% |
| Participant deferral / active EE | $2,774 | $5,621-50.7% | $5,060-45.2% | $6,691-58.5% |
| Admin fee / account holder | $906 | $9,750-90.7% | $8,391-89.2% | $13,402-93.2% |