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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 | $46,082 | $167,533-72.5% | $151,645-69.6% | $134,545-65.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -2.51% | 7.81%-10.3pp | 3.34%-5.8pp | 418.37%-420.9pp |
| Employer contribution / active EE | $14,710 | $6,828+115.4% | $6,165+138.6% | $4,742+210.2% |
| Participant deferral / active EE | $9,661 | $8,985+7.5% | $8,363+15.5% | $6,401+50.9% |
| Admin fee / account holder | $424 | $13,781-96.9% | $11,614-96.3% | $11,431-96.3% |