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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 | $26,351 | $183,627-85.6% | $155,602-83.1% | $145,978-81.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.95% | 61.32%-49.4pp | 64.81%-52.9pp | 550.52%-538.6pp |
| Employer contribution / active EE | $4,388 | $5,316-17.5% | $4,675-6.2% | $4,662-5.9% |
| Participant deferral / active EE | $4,110 | $6,466-36.4% | $5,629-27.0% | $6,690-38.6% |
| Admin fee / account holder | $1,339 | $19,327-93.1% | $15,923-91.6% | $13,400-90.0% |