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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 | $38,265 | $197,625-80.6% | $177,840-78.5% | $158,966-75.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 22.91% | 58.76%-35.9pp | 48.32%-25.4pp | 302.95%-280.0pp |
| Employer contribution / active EE | $5,019 | $6,698-25.1% | $5,919-15.2% | $4,762+5.4% |
| Participant deferral / active EE | $6,581 | $8,405-21.7% | $7,714-14.7% | $5,983+10.0% |
| Admin fee / account holder | $865 | $15,405-94.4% | $12,431-93.0% | $11,250-92.3% |