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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 | $15,961 | $84,236-81.1% | $170,435-90.6% | $70,126-77.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 23.71% | 23.06%+0.7pp | 205.94%-182.2pp | 73.15%-49.4pp |
| Employer contribution / active EE | $3,001 | $3,387-11.4% | $5,432-44.7% | $2,343+28.1% |
| Participant deferral / active EE | $1,804 | $3,086-41.5% | $4,939-63.5% | $3,332-45.9% |
| Admin fee / account holder | $943 | $5,698-83.5% | $13,881-93.2% | $4,645-79.7% |