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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 | $19,647 | $77,416-74.6% | $69,464-71.7% | $152,897-87.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 16.88% | 39.08%-22.2pp | 28.98%-12.1pp | 345.43%-328.5pp |
| Employer contribution / active EE | $1,885 | $3,315-43.1% | $2,779-32.2% | $4,764-60.4% |
| Participant deferral / active EE | $1,885 | $4,413-57.3% | $3,536-46.7% | $5,851-67.8% |
| Admin fee / account holder | $432 | $6,208-93.0% | $3,840-88.8% | $11,599-96.3% |