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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 | $19,758 | $185,312-89.3% | $161,489-87.8% | $154,746-87.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.56% | 103.84%-89.3pp | 89.72%-75.2pp | 172.34%-157.8pp |
| Employer contribution / active EE | $10,912 | $4,769+128.8% | $4,268+155.6% | $4,379+149.2% |
| Participant deferral / active EE | $7,198 | $6,350+13.4% | $5,630+27.9% | $6,730+6.9% |
| Admin fee / account holder | $5,607 | $18,654-69.9% | $16,006-65.0% | $14,365-61.0% |