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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 | $23,290 | $140,944-83.5% | $112,236-79.2% | $139,427-83.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.38% | 32.71%-17.3pp | 30.20%-14.8pp | 373.27%-357.9pp |
| Employer contribution / active EE | $2,500 | $4,285-41.7% | $3,431-27.1% | $4,752-47.4% |
| Participant deferral / active EE | $0 | $5,876-100.0% | $4,799-100.0% | $6,711-100.0% |
| Admin fee / account holder | $521 | $9,954-94.8% | $7,749-93.3% | $11,404-95.4% |