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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 | $20,046 | $100,970-80.1% | $96,576-79.2% | $137,256-85.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 22.93% | 38.16%-15.2pp | 38.47%-15.5pp | 220.34%-197.4pp |
| Employer contribution / active EE | $7,040 | $3,809+84.8% | $3,553+98.1% | $4,156+69.4% |
| Participant deferral / active EE | $7,040 | $8,286-15.0% | $7,956-11.5% | $6,407+9.9% |
| Admin fee / account holder | $2,019 | $11,312-82.1% | $11,381-82.3% | $12,270-83.5% |