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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 | $29,326 | $110,307-73.4% | $96,576-69.6% | $139,456-79.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 23.88% | 26.40%-2.5pp | 25.87%-2.0pp | 373.45%-349.6pp |
| Employer contribution / active EE | $6,623 | $3,619+83.0% | $2,965+123.4% | $4,753+39.3% |
| Participant deferral / active EE | $15,885 | $5,547+186.3% | $4,851+227.5% | $6,711+136.7% |
| Admin fee / account holder | $4,105 | $11,597-64.6% | $8,253-50.3% | $11,407-64.0% |