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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 | $27,394 | $110,240-75.2% | $96,544-71.6% | $139,487-80.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 18.88% | 26.41%-7.5pp | 25.88%-7.0pp | 373.84%-355.0pp |
| Employer contribution / active EE | $6,178 | $3,622+70.5% | $2,966+108.3% | $4,755+29.9% |
| Participant deferral / active EE | $3,271 | $5,549-41.1% | $4,851-32.6% | $6,713-51.3% |
| Admin fee / account holder | $308 | $11,602-97.3% | $8,254-96.3% | $11,407-97.3% |