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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 | $40,501 | $183,516-77.9% | $155,534-74.0% | $145,884-72.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.90% | 61.43%-51.5pp | 64.92%-55.0pp | 551.85%-541.9pp |
| Employer contribution / active EE | $8,716 | $5,315+64.0% | $4,675+86.4% | $4,662+86.9% |
| Participant deferral / active EE | $3,538 | $6,467-45.3% | $5,630-37.2% | $6,690-47.1% |
| Admin fee / account holder | $886 | $19,293-95.4% | $15,900-94.4% | $13,392-93.4% |