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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 | $53,927 | $183,539-70.6% | $155,556-65.3% | $145,897-63.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.43% | 61.31%-45.9pp | 64.84%-49.4pp | 552.29%-536.9pp |
| Employer contribution / active EE | $1,337 | $5,315-74.9% | $4,675-71.4% | $4,663-71.3% |
| Participant deferral / active EE | $7,933 | $6,467+22.7% | $5,631+40.9% | $6,689+18.6% |
| Admin fee / account holder | $410 | $19,275-97.9% | $15,885-97.4% | $13,390-96.9% |