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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 | $28,887 | $165,361-82.5% | $149,715-80.7% | $158,950-81.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.72% | 348.24%-322.5pp | 276.66%-250.9pp | 302.91%-277.2pp |
| Employer contribution / active EE | $3,307 | $5,103-35.2% | $4,645-28.8% | $4,762-30.5% |
| Participant deferral / active EE | $19,848 | $7,182+176.4% | $6,842+190.1% | $5,983+231.8% |
| Admin fee / account holder | $2,257 | $10,808-79.1% | $9,310-75.8% | $11,248-79.9% |