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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 | $24,098 | $183,516-86.9% | $155,534-84.5% | $145,884-83.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.67% | 61.43%-48.8pp | 64.92%-52.2pp | 551.85%-539.2pp |
| Employer contribution / active EE | $2,330 | $5,315-56.2% | $4,675-50.2% | $4,662-50.0% |
| Participant deferral / active EE | $7,120 | $6,467+10.1% | $5,630+26.5% | $6,690+6.4% |
| Admin fee / account holder | $654 | $19,293-96.6% | $15,900-95.9% | $13,392-95.1% |