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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 | $26,429 | $134,817-80.4% | $123,973-78.7% | $155,188-83.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 13.71% | 515.49%-501.8pp | 388.13%-374.4pp | 148.84%-135.1pp |
| Employer contribution / active EE | $1,660 | $4,425-62.5% | $4,126-59.8% | $4,248-60.9% |
| Participant deferral / active EE | $5,257 | $5,706-7.9% | $5,247+0.2% | $6,531-19.5% |
| Admin fee / account holder | $6,441 | $13,245-51.4% | $11,799-45.4% | $14,480-55.5% |