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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 | $31,233 | $183,539-83.0% | $155,556-79.9% | $145,897-78.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.86% | 61.31%-47.4pp | 64.84%-51.0pp | 552.29%-538.4pp |
| Employer contribution / active EE | $1,208 | $5,315-77.3% | $4,675-74.2% | $4,663-74.1% |
| Participant deferral / active EE | $7,446 | $6,467+15.1% | $5,631+32.2% | $6,689+11.3% |
| Admin fee / account holder | $308 | $19,275-98.4% | $15,885-98.1% | $13,390-97.7% |