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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 | $40,922 | $183,592-77.7% | $155,567-73.7% | $145,959-72.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.81% | 61.24%-46.4pp | 64.74%-49.9pp | 561.95%-547.1pp |
| Employer contribution / active EE | $2,196 | $5,315-58.7% | $4,674-53.0% | $4,661-52.9% |
| Participant deferral / active EE | $5,642 | $6,464-12.7% | $5,628+0.3% | $6,689-15.6% |
| Admin fee / account holder | $811 | $19,318-95.8% | $15,916-94.9% | $13,398-93.9% |