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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 | $30,737 | $165,381-81.4% | $149,730-79.5% | $158,966-80.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 36.08% | 348.29%-312.2pp | 276.70%-240.6pp | 302.95%-266.9pp |
| Employer contribution / active EE | $7,522 | $5,104+47.4% | $4,645+61.9% | $4,762+57.9% |
| Participant deferral / active EE | $13,202 | $7,182+83.8% | $6,843+92.9% | $5,983+120.7% |
| Admin fee / account holder | $1,059 | $10,809-90.2% | $9,310-88.6% | $11,250-90.6% |