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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 | $23,705 | $165,399-85.7% | $149,745-84.2% | $158,982-85.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 29.28% | 348.34%-319.1pp | 276.72%-247.4pp | 302.99%-273.7pp |
| Employer contribution / active EE | $5,727 | $5,105+12.2% | $4,646+23.3% | $4,763+20.2% |
| Participant deferral / active EE | $14,405 | $7,183+100.6% | $6,843+110.5% | $5,983+140.8% |
| Admin fee / account holder | $346 | $10,811-96.8% | $9,312-96.3% | $11,252-96.9% |