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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 | $39,381 | $183,592-78.5% | $155,574-74.7% | $145,877-73.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.30% | 61.37%-47.1pp | 64.87%-50.6pp | 551.28%-537.0pp |
| Employer contribution / active EE | $3,440 | $5,317-35.3% | $4,676-26.4% | $4,663-26.2% |
| Participant deferral / active EE | $5,291 | $6,466-18.2% | $5,629-6.0% | $6,691-20.9% |
| Admin fee / account holder | $1,043 | $19,316-94.6% | $15,914-93.4% | $13,402-92.2% |