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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 | $23,880 | $111,535-78.6% | $105,223-77.3% | $137,256-82.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.99% | 237.85%-217.9pp | 180.65%-160.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $4,387 | $3,939+11.4% | $3,689+18.9% | $4,156+5.6% |
| Participant deferral / active EE | $9,461 | $5,500+72.0% | $5,072+86.5% | $6,407+47.7% |
| Admin fee / account holder | $1,098 | $9,721-88.7% | $8,859-87.6% | $12,270-91.1% |