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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 | $46,469 | $111,535-58.3% | $105,223-55.8% | $137,256-66.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.61% | 237.85%-219.2pp | 180.65%-162.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $7,168 | $3,939+82.0% | $3,689+94.3% | $4,156+72.5% |
| Participant deferral / active EE | $8,785 | $5,500+59.7% | $5,072+73.2% | $6,407+37.1% |
| Admin fee / account holder | $378 | $9,721-96.1% | $8,859-95.7% | $12,270-96.9% |