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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 | $41,340 | $228,317-81.9% | $185,808-77.8% | $158,931-74.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.70% | 40.81%-26.1pp | 35.95%-21.3pp | 302.86%-288.2pp |
| Employer contribution / active EE | $8,851 | $4,964+78.3% | $4,086+116.6% | $4,761+85.9% |
| Participant deferral / active EE | $11,953 | $6,415+86.3% | $5,632+112.2% | $5,982+99.8% |
| Admin fee / account holder | $559 | $11,865-95.3% | $9,501-94.1% | $11,247-95.0% |