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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 | $19,710 | $77,416-74.5% | $69,464-71.6% | $152,897-87.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 27.97% | 39.08%-11.1pp | 28.98%-1.0pp | 345.43%-317.5pp |
| Employer contribution / active EE | $1,635 | $3,315-50.7% | $2,779-41.2% | $4,764-65.7% |
| Participant deferral / active EE | $2,750 | $4,413-37.7% | $3,536-22.2% | $5,851-53.0% |
| Admin fee / account holder | $440 | $6,208-92.9% | $3,840-88.6% | $11,599-96.2% |