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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 | $57,264 | $183,592-68.8% | $155,567-63.2% | $145,959-60.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.82% | 61.24%-44.4pp | 64.74%-47.9pp | 561.95%-545.1pp |
| Employer contribution / active EE | $3,232 | $5,315-39.2% | $4,674-30.9% | $4,661-30.7% |
| Participant deferral / active EE | $11,886 | $6,464+83.9% | $5,628+111.2% | $6,689+77.7% |
| Admin fee / account holder | $387 | $19,318-98.0% | $15,916-97.6% | $13,398-97.1% |