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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 | $33,392 | $165,381-79.8% | $149,730-77.7% | $158,966-79.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.96% | 348.29%-329.3pp | 276.70%-257.7pp | 302.95%-284.0pp |
| Employer contribution / active EE | $6,569 | $5,104+28.7% | $4,645+41.4% | $4,762+37.9% |
| Participant deferral / active EE | $3,787 | $7,182-47.3% | $6,843-44.7% | $5,983-36.7% |
| Admin fee / account holder | $322 | $10,809-97.0% | $9,310-96.5% | $11,250-97.1% |