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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 | $18,131 | $106,247-82.9% | $96,515-81.2% | $139,466-87.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.70% | 38.47%-17.8pp | 35.73%-15.0pp | 373.66%-353.0pp |
| Employer contribution / active EE | $3,682 | $4,106-10.3% | $3,740-1.5% | $4,754-22.5% |
| Participant deferral / active EE | $11,065 | $5,456+102.8% | $4,880+126.8% | $6,712+64.9% |
| Admin fee / account holder | $1,699 | $7,885-78.5% | $6,735-74.8% | $11,409-85.1% |