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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 | $44,049 | $106,267-58.5% | $96,520-54.4% | $139,456-68.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 24.09% | 38.45%-14.4pp | 35.72%-11.6pp | 373.45%-349.4pp |
| Employer contribution / active EE | $2,707 | $4,105-34.0% | $3,739-27.6% | $4,753-43.0% |
| Participant deferral / active EE | $11,756 | $5,454+115.5% | $4,879+141.0% | $6,711+75.2% |
| Admin fee / account holder | $472 | $7,882-94.0% | $6,733-93.0% | $11,407-95.9% |