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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 | $25,455 | $110,337-76.9% | $102,383-75.1% | $145,877-82.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.27% | 24.83%-10.6pp | 24.94%-10.7pp | 551.28%-537.0pp |
| Employer contribution / active EE | $1,696 | $4,216-59.8% | $3,870-56.2% | $4,663-63.6% |
| Participant deferral / active EE | $5,862 | $5,621+4.3% | $5,060+15.9% | $6,691-12.4% |
| Admin fee / account holder | $321 | $9,750-96.7% | $8,391-96.2% | $13,402-97.6% |