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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 | $23,853 | $115,917-79.4% | $100,535-76.3% | $158,982-85.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 10.67% | 34.80%-24.1pp | 30.90%-20.2pp | 302.99%-292.3pp |
| Employer contribution / active EE | $4,683 | $4,105+14.1% | $3,419+37.0% | $4,763-1.7% |
| Participant deferral / active EE | $13,606 | $6,677+103.8% | $6,271+116.9% | $5,983+127.4% |
| Admin fee / account holder | $2,467 | $11,002-77.6% | $8,085-69.5% | $11,252-78.1% |