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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 | $40,957 | $183,539-77.7% | $155,556-73.7% | $145,897-71.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.02% | 61.31%-44.3pp | 64.84%-47.8pp | 552.29%-535.3pp |
| Employer contribution / active EE | $23,274 | $5,315+337.9% | $4,675+397.8% | $4,663+399.2% |
| Participant deferral / active EE | $2,805 | $6,467-56.6% | $5,631-50.2% | $6,689-58.1% |
| Admin fee / account holder | $1,450 | $19,275-92.5% | $15,885-90.9% | $13,390-89.2% |