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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 | $19,887 | $148,623-86.6% | $135,974-85.4% | $139,466-85.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.15% | 79.30%-59.1pp | 68.30%-48.2pp | 373.66%-353.5pp |
| Employer contribution / active EE | $2,412 | $5,246-54.0% | $4,859-50.4% | $4,754-49.3% |
| Participant deferral / active EE | $21,399 | $8,103+164.1% | $7,760+175.8% | $6,712+218.8% |
| Admin fee / account holder | $909 | $12,406-92.7% | $10,767-91.6% | $11,409-92.0% |