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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% | $155,574-73.7% | $145,877-71.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.81% | 61.37%-46.6pp | 64.87%-50.1pp | 551.28%-536.5pp |
| Employer contribution / active EE | $2,196 | $5,317-58.7% | $4,676-53.0% | $4,663-52.9% |
| Participant deferral / active EE | $5,642 | $6,466-12.7% | $5,629+0.2% | $6,691-15.7% |
| Admin fee / account holder | $811 | $19,316-95.8% | $15,914-94.9% | $13,402-93.9% |