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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 | $20,028 | $141,004-85.8% | $112,273-82.2% | $139,456-85.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 35.62% | 32.75%+2.9pp | 30.23%+5.4pp | 373.45%-337.8pp |
| Employer contribution / active EE | $8,033 | $4,285+87.5% | $3,431+134.1% | $4,753+69.0% |
| Participant deferral / active EE | $17,867 | $5,878+204.0% | $4,800+272.2% | $6,711+166.2% |
| Admin fee / account holder | $17,687 | $9,959+77.6% | $7,752+128.2% | $11,407+55.1% |