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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 | $34,442 | $168,636-79.6% | $147,618-76.7% | $125,388-72.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 2.86% | 77.65%-74.8pp | 61.98%-59.1pp | 282.24%-279.4pp |
| Employer contribution / active EE | $11,622 | $6,252+85.9% | $5,565+108.9% | $4,866+138.8% |
| Participant deferral / active EE | $16,058 | $5,507+191.6% | $4,895+228.0% | $5,352+200.1% |
| Admin fee / account holder | $673 | $13,580-95.0% | $11,612-94.2% | $9,541-92.9% |