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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 | $28,365 | $117,846-75.9% | $102,434-72.3% | $145,884-80.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.51% | 31.90%-15.4pp | 29.46%-12.9pp | 551.85%-535.3pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,916 | $5,733+20.6% | $5,055+36.8% | $6,690+3.4% |
| Admin fee / account holder | $713 | $13,356-94.7% | $9,462-92.5% | $13,392-94.7% |