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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 | $23,748 | $124,314-80.9% | $109,163-78.2% | $167,518-85.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.11% | 26.04%-14.9pp | 25.75%-14.6pp | 478.71%-467.6pp |
| Employer contribution / active EE | $2,104 | $4,209-50.0% | $3,723-43.5% | $4,838-56.5% |
| Participant deferral / active EE | $6,376 | $5,256+21.3% | $4,654+37.0% | $6,342+0.5% |
| Admin fee / account holder | $303 | $7,973-96.2% | $6,754-95.5% | $12,312-97.5% |