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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 | $25,695 | $129,737-80.2% | $119,126-78.4% | $154,746-83.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 11.70% | 379.08%-367.4pp | 282.11%-270.4pp | 172.34%-160.6pp |
| Employer contribution / active EE | $5,465 | $4,375+24.9% | $4,034+35.5% | $4,379+24.8% |
| Participant deferral / active EE | $2,039 | $5,842-65.1% | $5,318-61.7% | $6,730-69.7% |
| Admin fee / account holder | $1,709 | $11,961-85.7% | $10,693-84.0% | $14,365-88.1% |