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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 | $23,357 | $183,592-87.3% | $155,567-85.0% | $145,959-84.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.38% | 61.24%-51.9pp | 64.74%-55.4pp | 561.95%-552.6pp |
| Employer contribution / active EE | $7,578 | $5,315+42.6% | $4,674+62.1% | $4,661+62.6% |
| Participant deferral / active EE | $3,334 | $6,464-48.4% | $5,628-40.8% | $6,689-50.1% |
| Admin fee / account holder | $2,010 | $19,318-89.6% | $15,916-87.4% | $13,398-85.0% |