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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 | $12,974 | $110,337-88.2% | $102,383-87.3% | $145,877-91.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.69% | 24.83%-5.1pp | 24.94%-5.2pp | 551.28%-531.6pp |
| Employer contribution / active EE | $1,459 | $4,216-65.4% | $3,870-62.3% | $4,663-68.7% |
| Participant deferral / active EE | $6,288 | $5,621+11.9% | $5,060+24.3% | $6,691-6.0% |
| Admin fee / account holder | $665 | $9,750-93.2% | $8,391-92.1% | $13,402-95.0% |