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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 | $12,977 | $172,111-92.5% | $150,298-91.4% | $137,256-90.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 23.30% | 69.37%-46.1pp | 62.79%-39.5pp | 220.34%-197.0pp |
| Employer contribution / active EE | $5,347 | $4,636+15.3% | $4,154+28.7% | $4,156+28.7% |
| Participant deferral / active EE | $11,454 | $6,166+85.8% | $5,453+110.1% | $6,407+78.8% |
| Admin fee / account holder | $983 | $16,471-94.0% | $14,116-93.0% | $12,270-92.0% |