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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 | $42,293 | $183,592-77.0% | $155,574-72.8% | $145,877-71.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.80% | 61.37%-43.6pp | 64.87%-47.1pp | 551.28%-533.5pp |
| Employer contribution / active EE | $1,685 | $5,317-68.3% | $4,676-64.0% | $4,663-63.9% |
| Participant deferral / active EE | $5,169 | $6,466-20.1% | $5,629-8.2% | $6,691-22.7% |
| Admin fee / account holder | $2,712 | $19,316-86.0% | $15,914-83.0% | $13,402-79.8% |