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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 | $31,034 | $183,516-83.1% | $155,534-80.0% | $145,884-78.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.21% | 61.43%-52.2pp | 64.92%-55.7pp | 551.85%-542.6pp |
| Employer contribution / active EE | $4,866 | $5,315-8.4% | $4,675+4.1% | $4,662+4.4% |
| Participant deferral / active EE | $8,405 | $6,467+30.0% | $5,630+49.3% | $6,690+25.6% |
| Admin fee / account holder | $674 | $19,293-96.5% | $15,900-95.8% | $13,392-95.0% |