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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 | $42,469 | $172,111-75.3% | $150,298-71.7% | $137,256-69.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.66% | 69.37%-54.7pp | 62.79%-48.1pp | 220.34%-205.7pp |
| Employer contribution / active EE | $15,072 | $4,636+225.1% | $4,154+262.8% | $4,156+262.7% |
| Participant deferral / active EE | $6,606 | $6,166+7.1% | $5,453+21.2% | $6,407+3.1% |
| Admin fee / account holder | $447 | $16,471-97.3% | $14,116-96.8% | $12,270-96.4% |