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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 | $53,637 | $185,312-71.1% | $161,489-66.8% | $154,746-65.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.29% | 103.84%-86.5pp | 89.72%-72.4pp | 172.34%-155.0pp |
| Employer contribution / active EE | $15,924 | $4,769+233.9% | $4,268+273.1% | $4,379+263.6% |
| Participant deferral / active EE | $9,292 | $6,350+46.3% | $5,630+65.0% | $6,730+38.1% |
| Admin fee / account holder | $2,240 | $18,654-88.0% | $16,006-86.0% | $14,365-84.4% |