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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 | $38,658 | $165,381-76.6% | $149,730-74.2% | $158,966-75.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.04% | 348.29%-325.3pp | 276.70%-253.7pp | 302.95%-279.9pp |
| Employer contribution / active EE | $1,785 | $5,104-65.0% | $4,645-61.6% | $4,762-62.5% |
| Participant deferral / active EE | $13,160 | $7,182+83.2% | $6,843+92.3% | $5,983+120.0% |
| Admin fee / account holder | $335 | $10,809-96.9% | $9,310-96.4% | $11,250-97.0% |