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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 | $172,111-88.5% | $150,298-86.9% | $137,256-85.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.56% | 69.37%-54.8pp | 62.79%-48.2pp | 220.34%-205.8pp |
| Employer contribution / active EE | $10,912 | $4,636+135.4% | $4,154+162.7% | $4,156+162.5% |
| Participant deferral / active EE | $7,198 | $6,166+16.7% | $5,453+32.0% | $6,407+12.3% |
| Admin fee / account holder | $5,607 | $16,471-66.0% | $14,116-60.3% | $12,270-54.3% |