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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 | $27,154 | $185,905-85.4% | $170,057-84.0% | $139,487-80.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 33.85% | 60.56%-26.7pp | 53.42%-19.6pp | 373.84%-340.0pp |
| Employer contribution / active EE | $1,706 | $7,597-77.5% | $6,790-74.9% | $4,755-64.1% |
| Participant deferral / active EE | $10,006 | $11,627-13.9% | $10,411-3.9% | $6,713+49.1% |
| Admin fee / account holder | $446 | $15,397-97.1% | $12,826-96.5% | $11,407-96.1% |