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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 | $28,516 | $181,062-84.3% | $158,223-82.0% | $155,188-81.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 20.04% | 57.39%-37.3pp | 52.09%-32.0pp | 148.84%-128.8pp |
| Employer contribution / active EE | $2,469 | $4,565-45.9% | $4,109-39.9% | $4,248-41.9% |
| Participant deferral / active EE | $9,979 | $6,134+62.7% | $5,467+82.5% | $6,531+52.8% |
| Admin fee / account holder | $600 | $18,825-96.8% | $16,047-96.3% | $14,480-95.9% |