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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 | $26,050 | $183,539-85.8% | $155,556-83.3% | $145,897-82.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.52% | 61.31%-44.8pp | 64.84%-48.3pp | 552.29%-535.8pp |
| Employer contribution / active EE | $1,956 | $5,315-63.2% | $4,675-58.2% | $4,663-58.1% |
| Participant deferral / active EE | $1,982 | $6,467-69.3% | $5,631-64.8% | $6,689-70.4% |
| Admin fee / account holder | $1,797 | $19,275-90.7% | $15,885-88.7% | $13,390-86.6% |