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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 | $41,987 | $183,516-77.1% | $155,534-73.0% | $145,884-71.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.29% | 61.43%-50.1pp | 64.92%-53.6pp | 551.85%-540.6pp |
| Employer contribution / active EE | $5,188 | $5,315-2.4% | $4,675+11.0% | $4,662+11.3% |
| Participant deferral / active EE | $5,659 | $6,467-12.5% | $5,630+0.5% | $6,690-15.4% |
| Admin fee / account holder | $4,997 | $19,293-74.1% | $15,900-68.6% | $13,392-62.7% |