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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 | $35,315 | $185,312-80.9% | $161,489-78.1% | $154,746-77.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.37% | 103.84%-91.5pp | 89.72%-77.4pp | 172.34%-160.0pp |
| Employer contribution / active EE | $16,733 | $4,769+250.9% | $4,268+292.0% | $4,379+282.1% |
| Participant deferral / active EE | $6,658 | $6,350+4.9% | $5,630+18.3% | $6,730-1.1% |
| Admin fee / account holder | $23,411 | $18,654+25.5% | $16,006+46.3% | $14,365+63.0% |