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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 | $31,854 | $111,535-71.4% | $105,223-69.7% | $137,256-76.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 22.38% | 237.85%-215.5pp | 180.65%-158.3pp | 220.34%-198.0pp |
| Employer contribution / active EE | $3,011 | $3,939-23.6% | $3,689-18.4% | $4,156-27.5% |
| Participant deferral / active EE | $7,693 | $5,500+39.9% | $5,072+51.7% | $6,407+20.1% |
| Admin fee / account holder | $318 | $9,721-96.7% | $8,859-96.4% | $12,270-97.4% |