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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 | $21,142 | $183,592-88.5% | $155,574-86.4% | $145,877-85.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.55% | 61.37%-40.8pp | 64.87%-44.3pp | 551.28%-530.7pp |
| Employer contribution / active EE | $4,782 | $5,317-10.1% | $4,676+2.3% | $4,663+2.6% |
| Participant deferral / active EE | $6,081 | $6,466-6.0% | $5,629+8.0% | $6,691-9.1% |
| Admin fee / account holder | $836 | $19,316-95.7% | $15,914-94.7% | $13,402-93.8% |