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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 | $25,647 | $105,160-75.6% | $94,679-72.9% | $139,456-81.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 37.42% | 38.04%-0.6pp | 156.75%-119.3pp | 373.45%-336.0pp |
| Employer contribution / active EE | $5,536 | $4,107+34.8% | $3,673+50.7% | $4,753+16.5% |
| Participant deferral / active EE | $10,913 | $7,599+43.6% | $7,417+47.1% | $6,711+62.6% |
| Admin fee / account holder | $1,036 | $8,988-88.5% | $7,233-85.7% | $11,407-90.9% |