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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 | $29,726 | $183,516-83.8% | $155,534-80.9% | $145,884-79.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.01% | 61.43%-50.4pp | 64.92%-53.9pp | 551.85%-540.8pp |
| Employer contribution / active EE | $5,739 | $5,315+8.0% | $4,675+22.8% | $4,662+23.1% |
| Participant deferral / active EE | $10,624 | $6,467+64.3% | $5,630+88.7% | $6,690+58.8% |
| Admin fee / account holder | $8,945 | $19,293-53.6% | $15,900-43.7% | $13,392-33.2% |