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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 | $15,108 | $154,365-90.2% | $130,231-88.4% | $139,466-89.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 21.25% | 30.53%-9.3pp | 38.86%-17.6pp | 373.66%-352.4pp |
| Employer contribution / active EE | $2,345 | $5,170-54.6% | $4,126-43.2% | $4,754-50.7% |
| Participant deferral / active EE | $6,744 | $8,498-20.6% | $6,799-0.8% | $6,712+0.5% |
| Admin fee / account holder | $730 | $9,214-92.1% | $6,020-87.9% | $11,409-93.6% |