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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 | $24,341 | $110,240-77.9% | $96,544-74.8% | $139,487-82.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 21.72% | 26.41%-4.7pp | 25.88%-4.2pp | 373.84%-352.1pp |
| Employer contribution / active EE | $1,718 | $3,622-52.6% | $2,966-42.1% | $4,755-63.9% |
| Participant deferral / active EE | $4,344 | $5,549-21.7% | $4,851-10.5% | $6,713-35.3% |
| Admin fee / account holder | $381 | $11,602-96.7% | $8,254-95.4% | $11,407-96.7% |