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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 | $29,053 | $162,812-82.2% | $133,971-78.3% | $158,966-81.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 34.06% | 41.94%-7.9pp | 45.09%-11.0pp | 302.95%-268.9pp |
| Employer contribution / active EE | $5,851 | $4,976+17.6% | $3,919+49.3% | $4,762+22.9% |
| Participant deferral / active EE | $2,641 | $5,910-55.3% | $5,047-47.7% | $5,983-55.9% |
| Admin fee / account holder | $412 | $11,741-96.5% | $8,929-95.4% | $11,250-96.3% |