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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 | $33,483 | $232,540-85.6% | $185,117-81.9% | $147,586-77.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 8.29% | 43.03%-34.7pp | 40.50%-32.2pp | 578.59%-570.3pp |
| Employer contribution / active EE | $5,667 | $5,195+9.1% | $4,182+35.5% | $4,876+16.2% |
| Participant deferral / active EE | $21,000 | $5,834+260.0% | $5,045+316.3% | $5,439+286.1% |
| Admin fee / account holder | $2,207 | $10,275-78.5% | $8,159-73.0% | $10,886-79.7% |