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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 | $20,200 | $115,901-82.6% | $100,525-79.9% | $158,931-87.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 30.06% | 34.80%-4.7pp | 30.89%-0.8pp | 302.86%-272.8pp |
| Employer contribution / active EE | $4,413 | $4,104+7.5% | $3,418+29.1% | $4,761-7.3% |
| Participant deferral / active EE | $7,610 | $6,675+14.0% | $6,270+21.4% | $5,982+27.2% |
| Admin fee / account holder | $361 | $10,998-96.7% | $8,082-95.5% | $11,247-96.8% |