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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 | $24,150 | $165,361-85.4% | $149,715-83.9% | $158,950-84.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.03% | 348.24%-336.2pp | 276.66%-264.6pp | 302.91%-290.9pp |
| Employer contribution / active EE | $7,555 | $5,103+48.0% | $4,645+62.6% | $4,762+58.6% |
| Participant deferral / active EE | $14,031 | $7,182+95.4% | $6,842+105.1% | $5,983+134.5% |
| Admin fee / account holder | $8,588 | $10,808-20.5% | $9,310-7.8% | $11,248-23.6% |