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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 | $29,000 | $183,516-84.2% | $155,534-81.4% | $145,884-80.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.05% | 61.43%-50.4pp | 64.92%-53.9pp | 551.85%-540.8pp |
| Employer contribution / active EE | $1,757 | $5,315-66.9% | $4,675-62.4% | $4,662-62.3% |
| Participant deferral / active EE | $5,245 | $6,467-18.9% | $5,630-6.8% | $6,690-21.6% |
| Admin fee / account holder | $1,712 | $19,293-91.1% | $15,900-89.2% | $13,392-87.2% |