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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 | $51,289 | $183,539-72.1% | $155,556-67.0% | $145,897-64.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.72% | 61.31%-51.6pp | 64.84%-55.1pp | 552.29%-542.6pp |
| Employer contribution / active EE | $3,483 | $5,315-34.5% | $4,675-25.5% | $4,663-25.3% |
| Participant deferral / active EE | $4,942 | $6,467-23.6% | $5,631-12.2% | $6,689-26.1% |
| Admin fee / account holder | $2,157 | $19,275-88.8% | $15,885-86.4% | $13,390-83.9% |