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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 | $28,983 | $227,597-87.3% | $189,575-84.7% | $167,536-82.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 24.14% | 78.44%-54.3pp | 64.19%-40.0pp | 478.82%-454.7pp |
| Employer contribution / active EE | $2,512 | $5,316-52.7% | $4,412-43.1% | $4,839-48.1% |
| Participant deferral / active EE | $13,625 | $7,002+94.6% | $6,174+120.7% | $6,342+114.8% |
| Admin fee / account holder | $1,117 | $11,877-90.6% | $9,806-88.6% | $12,315-90.9% |