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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 | $70,907 | $142,354-50.2% | $125,529-43.5% | $155,188-54.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 23.06% | 306.06%-283.0pp | 202.56%-179.5pp | 148.84%-125.8pp |
| Employer contribution / active EE | $3,527 | $3,501+0.7% | $3,058+15.3% | $4,248-17.0% |
| Participant deferral / active EE | $12,725 | $5,491+131.7% | $4,813+164.4% | $6,531+94.8% |
| Admin fee / account holder | $438 | $19,392-97.7% | $16,298-97.3% | $14,480-97.0% |