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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 | $31,770 | $183,592-82.7% | $155,567-79.6% | $145,959-78.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.24% | 61.24%-46.0pp | 64.74%-49.5pp | 561.95%-546.7pp |
| Employer contribution / active EE | $1,894 | $5,315-64.4% | $4,674-59.5% | $4,661-59.4% |
| Participant deferral / active EE | $5,525 | $6,464-14.5% | $5,628-1.8% | $6,689-17.4% |
| Admin fee / account holder | $685 | $19,318-96.5% | $15,916-95.7% | $13,398-94.9% |