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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 | $165,399-82.5% | $149,745-80.7% | $158,982-81.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.72% | 348.34%-322.6pp | 276.72%-251.0pp | 302.99%-277.3pp |
| Employer contribution / active EE | $3,307 | $5,105-35.2% | $4,646-28.8% | $4,763-30.6% |
| Participant deferral / active EE | $19,848 | $7,183+176.3% | $6,843+190.0% | $5,983+231.7% |
| Admin fee / account holder | $2,257 | $10,811-79.1% | $9,312-75.8% | $11,252-79.9% |