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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 | $28,849 | $106,280-72.9% | $96,538-70.1% | $139,487-79.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.62% | 38.48%-21.9pp | 35.74%-19.1pp | 373.84%-357.2pp |
| Employer contribution / active EE | $3,125 | $4,107-23.9% | $3,740-16.5% | $4,755-34.3% |
| Participant deferral / active EE | $7,969 | $5,457+46.0% | $4,880+63.3% | $6,713+18.7% |
| Admin fee / account holder | $859 | $7,888-89.1% | $6,737-87.2% | $11,407-92.5% |