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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 | $24,096 | $211,946-88.6% | $169,452-85.8% | $135,380-82.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 12.31% | 3.26%+9.0pp | 1.83%+10.5pp | 519.81%-507.5pp |
| Employer contribution / active EE | $3,174 | $5,117-38.0% | $4,157-23.7% | $4,779-33.6% |
| Participant deferral / active EE | $3,819 | $6,075-37.1% | $5,277-27.6% | $5,609-31.9% |
| Admin fee / account holder | $436 | $11,472-96.2% | $9,110-95.2% | $10,828-96.0% |