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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 | $28,253 | $165,381-82.9% | $149,730-81.1% | $158,966-82.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.57% | 348.29%-322.7pp | 276.70%-251.1pp | 302.95%-277.4pp |
| Employer contribution / active EE | $5,543 | $5,104+8.6% | $4,645+19.3% | $4,762+16.4% |
| Participant deferral / active EE | $12,259 | $7,182+70.7% | $6,843+79.1% | $5,983+104.9% |
| Admin fee / account holder | $1,494 | $10,809-86.2% | $9,310-84.0% | $11,250-86.7% |