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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 | $24,178 | $117,895-79.5% | $102,460-76.4% | $145,897-83.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.57% | 31.92%-17.4pp | 29.47%-14.9pp | 552.29%-537.7pp |
| Employer contribution / active EE | $2,067 | $3,619-42.9% | $3,025-31.7% | $4,663-55.7% |
| Participant deferral / active EE | $4,175 | $5,736-27.2% | $5,056-17.4% | $6,689-37.6% |
| Admin fee / account holder | $521 | $13,353-96.1% | $9,460-94.5% | $13,390-96.1% |