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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 | $80,662 | $183,592-56.1% | $155,574-48.2% | $145,877-44.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.28% | 61.37%-49.1pp | 64.87%-52.6pp | 551.28%-539.0pp |
| Employer contribution / active EE | $2,500 | $5,317-53.0% | $4,676-46.5% | $4,663-46.4% |
| Participant deferral / active EE | $6,124 | $6,466-5.3% | $5,629+8.8% | $6,691-8.5% |
| Admin fee / account holder | $426 | $19,316-97.8% | $15,914-97.3% | $13,402-96.8% |