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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 | $26,601 | $185,312-85.6% | $161,489-83.5% | $154,746-82.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.51% | 103.84%-85.3pp | 89.72%-71.2pp | 172.34%-153.8pp |
| Employer contribution / active EE | $13,015 | $4,769+172.9% | $4,268+204.9% | $4,379+197.2% |
| Participant deferral / active EE | $2,852 | $6,350-55.1% | $5,630-49.3% | $6,730-57.6% |
| Admin fee / account holder | $771 | $18,654-95.9% | $16,006-95.2% | $14,365-94.6% |