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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 | $32,814 | $183,592-82.1% | $155,574-78.9% | $145,877-77.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.97% | 61.37%-50.4pp | 64.87%-53.9pp | 551.28%-540.3pp |
| Employer contribution / active EE | $2,952 | $5,317-44.5% | $4,676-36.9% | $4,663-36.7% |
| Participant deferral / active EE | $6,136 | $6,466-5.1% | $5,629+9.0% | $6,691-8.3% |
| Admin fee / account holder | $2,293 | $19,316-88.1% | $15,914-85.6% | $13,402-82.9% |