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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 | $27,524 | $124,980-78.0% | $108,359-74.6% | $154,746-82.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 11.35% | 45.00%-33.7pp | 36.89%-25.5pp | 172.34%-161.0pp |
| Employer contribution / active EE | $5,226 | $2,851+83.3% | $2,399+117.8% | $4,379+19.3% |
| Participant deferral / active EE | $7,984 | $4,743+68.3% | $4,137+93.0% | $6,730+18.6% |
| Admin fee / account holder | $26,316 | $11,502+128.8% | $9,741+170.2% | $14,365+83.2% |