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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 | $30,562 | $201,370-84.8% | $184,256-83.4% | $145,897-79.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.62% | 29.05%-10.4pp | 28.85%-10.2pp | 552.29%-533.7pp |
| Employer contribution / active EE | $3,575 | $7,024-49.1% | $6,427-44.4% | $4,663-23.3% |
| Participant deferral / active EE | $8,683 | $9,808-11.5% | $9,133-4.9% | $6,689+29.8% |
| Admin fee / account holder | $4,960 | $16,364-69.7% | $13,899-64.3% | $13,390-63.0% |