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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 | $12,248 | $110,248-88.9% | $95,728-87.2% | $139,456-91.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 40.00% | 27.16%+12.8pp | 28.40%+11.6pp | 373.45%-333.4pp |
| Employer contribution / active EE | $2,673 | $3,258-18.0% | $2,835-5.7% | $4,753-43.8% |
| Participant deferral / active EE | $8,698 | $4,675+86.0% | $4,245+104.9% | $6,711+29.6% |
| Admin fee / account holder | $448 | $6,607-93.2% | $5,673-92.1% | $11,407-96.1% |