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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 | $28,007 | $183,516-84.7% | $155,534-82.0% | $145,884-80.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.12% | 61.43%-50.3pp | 64.92%-53.8pp | 551.85%-540.7pp |
| Employer contribution / active EE | $3,466 | $5,315-34.8% | $4,675-25.9% | $4,662-25.7% |
| Participant deferral / active EE | $13,375 | $6,467+106.8% | $5,630+137.6% | $6,690+99.9% |
| Admin fee / account holder | $477 | $19,293-97.5% | $15,900-97.0% | $13,392-96.4% |