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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 | $24,307 | $156,398-84.5% | $147,318-83.5% | $138,895-82.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.11% | 78.75%-65.6pp | 70.43%-57.3pp | 145.39%-132.3pp |
| Employer contribution / active EE | $1,495 | $4,853-69.2% | $4,593-67.5% | $4,194-64.4% |
| Participant deferral / active EE | $2,789 | $8,237-66.1% | $7,906-64.7% | $6,396-56.4% |
| Admin fee / account holder | $45,791 | $14,976+205.8% | $13,708+234.1% | $12,562+264.5% |