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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 | $24,790 | $183,516-86.5% | $155,534-84.1% | $145,884-83.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.81% | 61.43%-52.6pp | 64.92%-56.1pp | 551.85%-543.0pp |
| Employer contribution / active EE | $9,784 | $5,315+84.1% | $4,675+109.3% | $4,662+109.9% |
| Participant deferral / active EE | $2,679 | $6,467-58.6% | $5,630-52.4% | $6,690-60.0% |
| Admin fee / account holder | $18,390 | $19,293-4.7% | $15,900+15.7% | $13,392+37.3% |