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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 | $18,220 | $115,917-84.3% | $100,535-81.9% | $158,982-88.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 10.96% | 34.80%-23.8pp | 30.90%-19.9pp | 302.99%-292.0pp |
| Employer contribution / active EE | $852 | $4,105-79.3% | $3,419-75.1% | $4,763-82.1% |
| Participant deferral / active EE | $4,220 | $6,677-36.8% | $6,271-32.7% | $5,983-29.5% |
| Admin fee / account holder | $1,241 | $11,002-88.7% | $8,085-84.6% | $11,252-89.0% |