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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 | $26,688 | $106,267-74.9% | $96,520-72.3% | $139,456-80.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.46% | 38.45%-23.0pp | 35.72%-20.3pp | 373.45%-358.0pp |
| Employer contribution / active EE | $2,011 | $4,105-51.0% | $3,739-46.2% | $4,753-57.7% |
| Participant deferral / active EE | $2,237 | $5,454-59.0% | $4,879-54.1% | $6,711-66.7% |
| Admin fee / account holder | $1,806 | $7,882-77.1% | $6,733-73.2% | $11,407-84.2% |