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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 | $74,821 | $77,416-3.4% | $69,464+7.7% | $152,897-51.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 26.31% | 39.08%-12.8pp | 28.98%-2.7pp | 345.43%-319.1pp |
| Employer contribution / active EE | $1,457 | $3,315-56.0% | $2,779-47.6% | $4,764-69.4% |
| Participant deferral / active EE | $2,321 | $4,413-47.4% | $3,536-34.4% | $5,851-60.3% |
| Admin fee / account holder | $341 | $6,208-94.5% | $3,840-91.1% | $11,599-97.1% |