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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 | $115,917-82.6% | $100,535-79.9% | $158,982-87.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 30.06% | 34.80%-4.7pp | 30.90%-0.8pp | 302.99%-272.9pp |
| Employer contribution / active EE | $4,413 | $4,105+7.5% | $3,419+29.1% | $4,763-7.4% |
| Participant deferral / active EE | $7,610 | $6,677+14.0% | $6,271+21.3% | $5,983+27.2% |
| Admin fee / account holder | $361 | $11,002-96.7% | $8,085-95.5% | $11,252-96.8% |