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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 | $54,663 | $183,592-70.2% | $155,567-64.9% | $145,959-62.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.99% | 61.24%-50.2pp | 64.74%-53.7pp | 561.95%-551.0pp |
| Employer contribution / active EE | $1,528 | $5,315-71.3% | $4,674-67.3% | $4,661-67.2% |
| Participant deferral / active EE | $7,239 | $6,464+12.0% | $5,628+28.6% | $6,689+8.2% |
| Admin fee / account holder | $478 | $19,318-97.5% | $15,916-97.0% | $13,398-96.4% |