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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 | $45,017 | $232,540-80.6% | $185,117-75.7% | $147,586-69.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 18.84% | 43.03%-24.2pp | 40.50%-21.7pp | 578.59%-559.7pp |
| Employer contribution / active EE | $8,149 | $5,195+56.8% | $4,182+94.9% | $4,876+67.1% |
| Participant deferral / active EE | $5,372 | $5,834-7.9% | $5,045+6.5% | $5,439-1.2% |
| Admin fee / account holder | $610 | $10,275-94.1% | $8,159-92.5% | $10,886-94.4% |