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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 | $174,379-84.7% | $152,093-82.5% | $138,895-80.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.51% | 74.86%-56.3pp | 66.36%-47.8pp | 145.39%-126.9pp |
| Employer contribution / active EE | $13,015 | $4,652+179.8% | $4,175+211.8% | $4,194+210.3% |
| Participant deferral / active EE | $2,852 | $6,159-53.7% | $5,451-47.7% | $6,396-55.4% |
| Admin fee / account holder | $771 | $16,880-95.4% | $14,497-94.7% | $12,562-93.9% |