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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 | $26,551 | $172,111-84.6% | $150,298-82.3% | $137,256-80.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.75% | 69.37%-51.6pp | 62.79%-45.0pp | 220.34%-202.6pp |
| Employer contribution / active EE | $6,176 | $4,636+33.2% | $4,154+48.7% | $4,156+48.6% |
| Participant deferral / active EE | $13,953 | $6,166+126.3% | $5,453+155.9% | $6,407+117.8% |
| Admin fee / account holder | $349 | $16,471-97.9% | $14,116-97.5% | $12,270-97.2% |