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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 | $22,704 | $93,586-75.7% | $135,925-83.3% | $75,173-69.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 26.04% | 30.90%-4.9pp | 68.25%-42.2pp | 160.65%-134.6pp |
| Employer contribution / active EE | $7,298 | $3,537+106.3% | $4,857+50.3% | $2,670+173.3% |
| Participant deferral / active EE | $10,606 | $6,405+65.6% | $7,759+36.7% | $4,126+157.1% |
| Admin fee / account holder | $677 | $6,977-90.3% | $10,764-93.7% | $5,651-88.0% |