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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 | $35,685 | $134,817-73.5% | $123,973-71.2% | $155,188-77.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 26.20% | 515.49%-489.3pp | 388.13%-361.9pp | 148.84%-122.6pp |
| Employer contribution / active EE | $2,836 | $4,425-35.9% | $4,126-31.3% | $4,248-33.2% |
| Participant deferral / active EE | $13,673 | $5,706+139.6% | $5,247+160.6% | $6,531+109.4% |
| Admin fee / account holder | $795 | $13,245-94.0% | $11,799-93.3% | $14,480-94.5% |