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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 | $22,043 | $154,228-85.7% | $145,433-84.8% | $137,256-83.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.33% | 74.59%-60.3pp | 66.58%-52.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $7,885 | $4,804+64.1% | $4,554+73.1% | $4,156+89.7% |
| Participant deferral / active EE | $7,833 | $8,216-4.7% | $7,897-0.8% | $6,407+22.3% |
| Admin fee / account holder | $180,222 | $14,344+1156.5% | $13,129+1272.7% | $12,270+1368.8% |