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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 | $33,972 | $101,618-66.6% | $93,063-63.5% | $137,256-75.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 18.31% | 223.95%-205.6pp | 34.15%-15.8pp | 220.34%-202.0pp |
| Employer contribution / active EE | $3,013 | $2,707+11.3% | $2,476+21.7% | $4,156-27.5% |
| Participant deferral / active EE | $19,963 | $4,279+366.5% | $3,958+404.3% | $6,407+211.6% |
| Admin fee / account holder | $547 | $6,198-91.2% | $6,033-90.9% | $12,270-95.5% |