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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 | $26,899 | $84,236-68.1% | $170,435-84.2% | $70,126-61.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.01% | 23.06%-6.1pp | 205.94%-188.9pp | 73.15%-56.1pp |
| Employer contribution / active EE | $6,141 | $3,387+81.3% | $5,432+13.0% | $2,343+162.1% |
| Participant deferral / active EE | $5,404 | $3,086+75.1% | $4,939+9.4% | $3,332+62.2% |
| Admin fee / account holder | $350 | $5,698-93.9% | $13,881-97.5% | $4,645-92.5% |