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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 | $51,924 | $176,402-70.6% | $134,162-61.3% | $158,982-67.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 16.45% | 63.66%-47.2pp | 36.35%-19.9pp | 302.99%-286.5pp |
| Employer contribution / active EE | $284 | $5,042-94.4% | $3,705-92.3% | $4,763-94.0% |
| Participant deferral / active EE | $7,150 | $4,093+74.7% | $3,500+104.3% | $5,983+19.5% |
| Admin fee / account holder | $762 | $8,719-91.3% | $6,685-88.6% | $11,252-93.2% |