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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 | $17,998 | $85,060-78.8% | $70,565-74.5% | $139,487-87.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 36.57% | 30.39%+6.2pp | 32.79%+3.8pp | 373.84%-337.3pp |
| Employer contribution / active EE | $2,212 | $3,912-43.5% | $2,976-25.7% | $4,755-53.5% |
| Participant deferral / active EE | $9,064 | $5,891+53.9% | $4,568+98.4% | $6,713+35.0% |
| Admin fee / account holder | $842 | $8,932-90.6% | $6,430-86.9% | $11,407-92.6% |