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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 | $35,855 | $183,592-80.5% | $155,574-77.0% | $145,877-75.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.76% | 61.37%-43.6pp | 64.87%-47.1pp | 551.28%-533.5pp |
| Employer contribution / active EE | $7,606 | $5,317+43.1% | $4,676+62.7% | $4,663+63.1% |
| Participant deferral / active EE | $4,067 | $6,466-37.1% | $5,629-27.8% | $6,691-39.2% |
| Admin fee / account holder | $5,395 | $19,316-72.1% | $15,914-66.1% | $13,402-59.7% |