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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 | $39,624 | $171,492-76.9% | $150,734-73.7% | $198,609-80.0% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 18.41% | 804.70%-786.3pp | 600.81%-582.4pp | 202.70%-184.3pp |
| Employer contribution / active EE | $5,285 | $5,470-3.4% | $4,918+7.4% | $5,055+4.5% |
| Participant deferral / active EE | $9,025 | $6,259+44.2% | $5,610+60.9% | $6,977+29.4% |
| Admin fee / account holder | $4,303 | $17,628-75.6% | $14,905-71.1% | $19,030-77.4% |