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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 | $25,433 | $106,247-76.1% | $96,515-73.6% | $139,466-81.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.86% | 38.47%-18.6pp | 35.73%-15.9pp | 373.66%-353.8pp |
| Employer contribution / active EE | $4,709 | $4,106+14.7% | $3,740+25.9% | $4,754-1.0% |
| Participant deferral / active EE | $6,894 | $5,456+26.4% | $4,880+41.3% | $6,712+2.7% |
| Admin fee / account holder | $793 | $7,885-89.9% | $6,735-88.2% | $11,409-93.0% |