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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 | $40,088 | $196,972-79.6% | $182,262-78.0% | $198,609-79.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 27.12% | 158.27%-131.2pp | 140.60%-113.5pp | 202.70%-175.6pp |
| Employer contribution / active EE | $5,230 | $5,364-2.5% | $5,046+3.6% | $5,055+3.4% |
| Participant deferral / active EE | $8,689 | $8,643+0.5% | $8,276+5.0% | $6,977+24.5% |
| Admin fee / account holder | $734 | $18,429-96.0% | $16,712-95.6% | $19,030-96.1% |