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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 | $24,550 | $183,592-86.6% | $155,574-84.2% | $145,877-83.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.42% | 61.37%-51.0pp | 64.87%-54.5pp | 551.28%-540.9pp |
| Employer contribution / active EE | $2,380 | $5,317-55.2% | $4,676-49.1% | $4,663-49.0% |
| Participant deferral / active EE | $5,834 | $6,466-9.8% | $5,629+3.6% | $6,691-12.8% |
| Admin fee / account holder | $962 | $19,316-95.0% | $15,914-94.0% | $13,402-92.8% |