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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 | $12,531 | $172,111-92.7% | $150,298-91.7% | $137,256-90.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.46% | 69.37%-48.9pp | 62.79%-42.3pp | 220.34%-199.9pp |
| Employer contribution / active EE | $2,029 | $4,636-56.2% | $4,154-51.2% | $4,156-51.2% |
| Participant deferral / active EE | $3,323 | $6,166-46.1% | $5,453-39.1% | $6,407-48.1% |
| Admin fee / account holder | $1,173 | $16,471-92.9% | $14,116-91.7% | $12,270-90.4% |