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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 | $30,352 | $142,354-78.7% | $125,529-75.8% | $155,188-80.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 20.67% | 306.06%-285.4pp | 202.56%-181.9pp | 148.84%-128.2pp |
| Employer contribution / active EE | $4,292 | $3,501+22.6% | $3,058+40.4% | $4,248+1.0% |
| Participant deferral / active EE | $7,163 | $5,491+30.5% | $4,813+48.8% | $6,531+9.7% |
| Admin fee / account holder | $1,374 | $19,392-92.9% | $16,298-91.6% | $14,480-90.5% |