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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 | $12,142 | $67,823-82.1% | $52,425-76.8% | $137,256-91.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 16.71% | 219.11%-202.4pp | 302.12%-285.4pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,960 | $1,163+68.5% | $914+114.4% | $4,156-52.8% |
| Participant deferral / active EE | $2,352 | $2,288+2.8% | $1,790+31.4% | $6,407-63.3% |
| Admin fee / account holder | $393 | $2,844-86.2% | $2,495-84.2% | $12,270-96.8% |