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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 | $29,007 | $183,516-84.2% | $155,534-81.3% | $145,884-80.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.80% | 61.43%-40.6pp | 64.92%-44.1pp | 551.85%-531.0pp |
| Employer contribution / active EE | $1,799 | $5,315-66.1% | $4,675-61.5% | $4,662-61.4% |
| Participant deferral / active EE | $8,821 | $6,467+36.4% | $5,630+56.7% | $6,690+31.9% |
| Admin fee / account holder | $485 | $19,293-97.5% | $15,900-96.9% | $13,392-96.4% |