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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 | $32,375 | $117,829-72.5% | $102,423-68.4% | $145,877-77.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.99% | 31.83%-20.8pp | 29.42%-18.4pp | 551.28%-540.3pp |
| Employer contribution / active EE | $9,141 | $3,615+152.9% | $3,023+202.4% | $4,663+96.0% |
| Participant deferral / active EE | $6,389 | $5,732+11.5% | $5,054+26.4% | $6,691-4.5% |
| Admin fee / account holder | $474 | $13,335-96.4% | $9,455-95.0% | $13,402-96.5% |