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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 | $29,517 | $162,136-81.8% | $152,301-80.6% | $154,746-80.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.90% | 91.02%-77.1pp | 80.50%-66.6pp | 172.34%-158.4pp |
| Employer contribution / active EE | $14,060 | $4,890+187.5% | $4,624+204.0% | $4,379+221.1% |
| Participant deferral / active EE | $48,354 | $8,341+479.7% | $8,004+504.1% | $6,730+618.4% |
| Admin fee / account holder | $89,051 | $15,759+465.1% | $14,398+518.5% | $14,365+519.9% |