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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 | $18,438 | $72,071-74.4% | $68,368-73.0% | $137,256-86.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.07% | 353.14%-335.1pp | 292.57%-274.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $993 | $2,788-64.4% | $2,649-62.5% | $4,156-76.1% |
| Participant deferral / active EE | $4,519 | $4,410+2.5% | $4,123+9.6% | $6,407-29.5% |
| Admin fee / account holder | $499 | $5,336-90.7% | $5,150-90.3% | $12,270-95.9% |