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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 | $29,719 | $228,395-87.0% | $185,861-84.0% | $158,982-81.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 65.98% | 40.82%+25.2pp | 35.96%+30.0pp | 302.99%-237.0pp |
| Employer contribution / active EE | $6,153 | $4,968+23.9% | $4,088+50.5% | $4,763+29.2% |
| Participant deferral / active EE | $18,665 | $6,417+190.9% | $5,634+231.3% | $5,983+211.9% |
| Admin fee / account holder | $956 | $11,869-91.9% | $9,503-89.9% | $11,252-91.5% |