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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 | $14,707 | $121,701-87.9% | $104,639-85.9% | $158,982-90.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 13.58% | 465.72%-452.1pp | 340.67%-327.1pp | 302.99%-289.4pp |
| Employer contribution / active EE | $17,270 | $3,165+445.6% | $2,682+544.0% | $4,763+262.6% |
| Participant deferral / active EE | $18,855 | $4,176+351.5% | $3,738+404.4% | $5,983+215.1% |
| Admin fee / account holder | $401 | $7,778-94.8% | $6,465-93.8% | $11,252-96.4% |