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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 | $99,648 | $817,678-87.8% | $392,568-74.6% | $152,897-34.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.5%+17.5pp |
| Annual return | 23.22% | 22.84%+0.4pp | 24.42%-1.2pp | 345.43%-322.2pp |
| Employer contribution / active EE | $10,449 | $5,502+89.9% | $3,783+176.2% | $4,764+119.3% |
| Participant deferral / active EE | $6,409 | $8,398-23.7% | $5,985+7.1% | $5,851+9.5% |
| Admin fee / account holder | $835 | $12,095-93.1% | $6,260-86.7% | $11,599-92.8% |