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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 | $16,119 | $105,929-84.8% | $81,926-80.3% | $158,950-89.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 37.53% | 38.19%-0.7pp | 29.49%+8.0pp | 302.91%-265.4pp |
| Employer contribution / active EE | $5,976 | $7,802-23.4% | $4,310+38.6% | $4,762+25.5% |
| Participant deferral / active EE | $6,180 | $13,007-52.5% | $7,108-13.1% | $5,983+3.3% |
| Admin fee / account holder | $716 | $8,492-91.6% | $5,159-86.1% | $11,248-93.6% |