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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 | $39,784 | $185,312-78.5% | $161,489-75.4% | $154,746-74.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.49% | 103.84%-88.3pp | 89.72%-74.2pp | 172.34%-156.8pp |
| Employer contribution / active EE | $7,987 | $4,769+67.5% | $4,268+87.1% | $4,379+82.4% |
| Participant deferral / active EE | $7,987 | $6,350+25.8% | $5,630+41.9% | $6,730+18.7% |
| Admin fee / account holder | $381 | $18,654-98.0% | $16,006-97.6% | $14,365-97.3% |