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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 | $23,370 | $111,535-79.0% | $105,223-77.8% | $137,256-83.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.78% | 237.85%-219.1pp | 180.65%-161.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $4,643 | $3,939+17.8% | $3,689+25.9% | $4,156+11.7% |
| Participant deferral / active EE | $7,693 | $5,500+39.9% | $5,072+51.7% | $6,407+20.1% |
| Admin fee / account holder | $3,841 | $9,721-60.5% | $8,859-56.6% | $12,270-68.7% |