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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 | $23,157 | $183,592-87.4% | $155,574-85.1% | $145,877-84.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.99% | 61.37%-39.4pp | 64.87%-42.9pp | 551.28%-529.3pp |
| Employer contribution / active EE | $2,476 | $5,317-53.4% | $4,676-47.1% | $4,663-46.9% |
| Participant deferral / active EE | $6,853 | $6,466+6.0% | $5,629+21.7% | $6,691+2.4% |
| Admin fee / account holder | $1,983 | $19,316-89.7% | $15,914-87.5% | $13,402-85.2% |