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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 | $40,964 | $138,072-70.3% | $123,549-66.8% | $135,382-69.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 5.35% | 153.69%-148.3pp | 119.20%-113.9pp | 519.77%-514.4pp |
| Employer contribution / active EE | $3,561 | $5,152-30.9% | $4,628-23.0% | $4,779-25.5% |
| Participant deferral / active EE | $8,413 | $6,799+23.7% | $6,426+30.9% | $5,609+50.0% |
| Admin fee / account holder | $6,479 | $10,917-40.6% | $9,284-30.2% | $10,829-40.2% |