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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 | $43,118 | $209,336-79.4% | $197,124-78.1% | $137,256-68.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.37% | 48.09%-28.7pp | 44.34%-25.0pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,598 | $6,591-75.7% | $6,227-74.3% | $4,156-61.5% |
| Participant deferral / active EE | $8,300 | $9,614-13.7% | $9,135-9.1% | $6,407+29.6% |
| Admin fee / account holder | $425 | $17,308-97.5% | $16,298-97.4% | $12,270-96.5% |