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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 | $36,082 | $185,883-80.6% | $170,043-78.8% | $139,466-74.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 36.51% | 60.54%-24.0pp | 53.40%-16.9pp | 373.66%-337.2pp |
| Employer contribution / active EE | $17,184 | $7,596+126.2% | $6,790+153.1% | $4,754+261.5% |
| Participant deferral / active EE | $13,535 | $11,626+16.4% | $10,410+30.0% | $6,712+101.7% |
| Admin fee / account holder | $829 | $15,393-94.6% | $12,824-93.5% | $11,409-92.7% |