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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 | $15,247 | $202,440-92.5% | $169,390-91.0% | $139,466-89.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 18.13% | 532.36%-514.2pp | 406.07%-387.9pp | 373.66%-355.5pp |
| Employer contribution / active EE | $2,272 | $4,693-51.6% | $4,013-43.4% | $4,754-52.2% |
| Participant deferral / active EE | $6,270 | $6,940-9.7% | $6,222+0.8% | $6,712-6.6% |
| Admin fee / account holder | $411 | $10,722-96.2% | $9,015-95.4% | $11,409-96.4% |