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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 | $21,653 | $106,267-79.6% | $96,520-77.6% | $139,456-84.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.82% | 38.45%-21.6pp | 35.72%-18.9pp | 373.45%-356.6pp |
| Employer contribution / active EE | $2,173 | $4,105-47.1% | $3,739-41.9% | $4,753-54.3% |
| Participant deferral / active EE | $3,827 | $5,454-29.8% | $4,879-21.6% | $6,711-43.0% |
| Admin fee / account holder | $373 | $7,882-95.3% | $6,733-94.5% | $11,407-96.7% |