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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 | $26,562 | $183,539-85.5% | $155,556-82.9% | $145,897-81.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.10% | 61.31%-44.2pp | 64.84%-47.7pp | 552.29%-535.2pp |
| Employer contribution / active EE | $3,702 | $5,315-30.3% | $4,675-20.8% | $4,663-20.6% |
| Participant deferral / active EE | $3,369 | $6,467-47.9% | $5,631-40.2% | $6,689-49.6% |
| Admin fee / account holder | $2,592 | $19,275-86.6% | $15,885-83.7% | $13,390-80.6% |