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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 | $31,790 | $227,597-86.0% | $189,575-83.2% | $167,536-81.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 9.31% | 78.44%-69.1pp | 64.19%-54.9pp | 478.82%-469.5pp |
| Employer contribution / active EE | $15,835 | $5,316+197.9% | $4,412+258.9% | $4,839+227.2% |
| Participant deferral / active EE | $7,443 | $7,002+6.3% | $6,174+20.6% | $6,342+17.4% |
| Admin fee / account holder | $1,850 | $11,877-84.4% | $9,806-81.1% | $12,315-85.0% |