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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 | $42,406 | $183,516-76.9% | $155,534-72.7% | $145,884-70.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.11% | 61.43%-45.3pp | 64.92%-48.8pp | 551.85%-535.7pp |
| Employer contribution / active EE | $3,186 | $5,315-40.0% | $4,675-31.8% | $4,662-31.7% |
| Participant deferral / active EE | $4,866 | $6,467-24.7% | $5,630-13.6% | $6,690-27.3% |
| Admin fee / account holder | $700 | $19,293-96.4% | $15,900-95.6% | $13,392-94.8% |