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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 | $34,882 | $183,592-81.0% | $155,567-77.6% | $145,959-76.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.79% | 61.24%-48.4pp | 64.74%-51.9pp | 561.95%-549.2pp |
| Employer contribution / active EE | $3,411 | $5,315-35.8% | $4,674-27.0% | $4,661-26.8% |
| Participant deferral / active EE | $6,025 | $6,464-6.8% | $5,628+7.1% | $6,689-9.9% |
| Admin fee / account holder | $3,339 | $19,318-82.7% | $15,916-79.0% | $13,398-75.1% |