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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 | $18,088 | $100,970-82.1% | $96,576-81.3% | $137,256-86.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 53.64% | 38.16%+15.5pp | 38.47%+15.2pp | 220.34%-166.7pp |
| Employer contribution / active EE | $1,952 | $3,809-48.8% | $3,553-45.1% | $4,156-53.0% |
| Participant deferral / active EE | $5,636 | $8,286-32.0% | $7,956-29.2% | $6,407-12.0% |
| Admin fee / account holder | $320 | $11,312-97.2% | $11,381-97.2% | $12,270-97.4% |