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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 | $24,947 | $183,516-86.4% | $155,534-84.0% | $145,884-82.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.87% | 61.43%-39.6pp | 64.92%-43.0pp | 551.85%-530.0pp |
| Employer contribution / active EE | $3,139 | $5,315-40.9% | $4,675-32.9% | $4,662-32.7% |
| Participant deferral / active EE | $5,997 | $6,467-7.3% | $5,630+6.5% | $6,690-10.4% |
| Admin fee / account holder | $615 | $19,293-96.8% | $15,900-96.1% | $13,392-95.4% |