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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 | $22,368 | $72,071-69.0% | $68,368-67.3% | $137,256-83.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.06% | 353.14%-335.1pp | 292.57%-274.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $4,688 | $2,788+68.2% | $2,649+77.0% | $4,156+12.8% |
| Participant deferral / active EE | $8,320 | $4,410+88.7% | $4,123+101.8% | $6,407+29.9% |
| Admin fee / account holder | $7,409 | $5,336+38.9% | $5,150+43.9% | $12,270-39.6% |