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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 | $17,762 | $99,345-82.1% | $84,753-79.0% | $273,972-93.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 121.17% | 22.93%+98.2pp | 22.78%+98.4pp | 41.46%+79.7pp |
| Employer contribution / active EE | $5,141 | $4,214+22.0% | $3,574+43.8% | $4,869+5.6% |
| Participant deferral / active EE | $3,024 | $4,270-29.2% | $3,712-18.5% | $5,287-42.8% |
| Admin fee / account holder | $567 | $6,645-91.5% | $5,333-89.4% | $10,133-94.4% |