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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 | $26,016 | $185,312-86.0% | $161,489-83.9% | $154,746-83.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 21.33% | 103.84%-82.5pp | 89.72%-68.4pp | 172.34%-151.0pp |
| Employer contribution / active EE | $7,702 | $4,769+61.5% | $4,268+80.4% | $4,379+75.9% |
| Participant deferral / active EE | $3,722 | $6,350-41.4% | $5,630-33.9% | $6,730-44.7% |
| Admin fee / account holder | $1,127 | $18,654-94.0% | $16,006-93.0% | $14,365-92.2% |