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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 | $44,620 | $183,627-75.7% | $155,602-71.3% | $145,978-69.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.94% | 61.32%-47.4pp | 64.81%-50.9pp | 550.52%-536.6pp |
| Employer contribution / active EE | $1,707 | $5,316-67.9% | $4,675-63.5% | $4,662-63.4% |
| Participant deferral / active EE | $5,157 | $6,466-20.2% | $5,629-8.4% | $6,690-22.9% |
| Admin fee / account holder | $1,507 | $19,327-92.2% | $15,923-90.5% | $13,400-88.8% |