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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 | $22,874 | $124,980-81.7% | $108,359-78.9% | $154,746-85.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 20.64% | 45.00%-24.4pp | 36.89%-16.3pp | 172.34%-151.7pp |
| Employer contribution / active EE | $1,326 | $2,851-53.5% | $2,399-44.7% | $4,379-69.7% |
| Participant deferral / active EE | $3,853 | $4,743-18.8% | $4,137-6.9% | $6,730-42.8% |
| Admin fee / account holder | $443 | $11,502-96.1% | $9,741-95.5% | $14,365-96.9% |