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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 | $23,651 | $110,337-78.6% | $102,383-76.9% | $145,877-83.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.42% | 24.83%-12.4pp | 24.94%-12.5pp | 551.28%-538.9pp |
| Employer contribution / active EE | $2,008 | $4,216-52.4% | $3,870-48.1% | $4,663-56.9% |
| Participant deferral / active EE | $7,636 | $5,621+35.9% | $5,060+50.9% | $6,691+14.1% |
| Admin fee / account holder | $588 | $9,750-94.0% | $8,391-93.0% | $13,402-95.6% |