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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 | $34,187 | $183,592-81.4% | $155,574-78.0% | $145,877-76.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 30.04% | 61.37%-31.3pp | 64.87%-34.8pp | 551.28%-521.2pp |
| Employer contribution / active EE | $2,152 | $5,317-59.5% | $4,676-54.0% | $4,663-53.8% |
| Participant deferral / active EE | $6,041 | $6,466-6.6% | $5,629+7.3% | $6,691-9.7% |
| Admin fee / account holder | $405 | $19,316-97.9% | $15,914-97.5% | $13,402-97.0% |