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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 | $93,617-75.7% | $135,982-83.3% | $75,177-69.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 26.04% | 30.89%-4.8pp | 68.32%-42.3pp | 160.75%-134.7pp |
| Employer contribution / active EE | $7,298 | $3,538+106.3% | $4,859+50.2% | $2,671+173.2% |
| Participant deferral / active EE | $10,606 | $6,406+65.6% | $7,760+36.7% | $4,126+157.0% |
| Admin fee / account holder | $677 | $6,980-90.3% | $10,767-93.7% | $5,651-88.0% |