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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 | $33,722 | $183,592-81.6% | $155,574-78.3% | $145,877-76.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.22% | 61.37%-52.2pp | 64.87%-55.6pp | 551.28%-542.1pp |
| Employer contribution / active EE | $1,285 | $5,317-75.8% | $4,676-72.5% | $4,663-72.4% |
| Participant deferral / active EE | $6,306 | $6,466-2.5% | $5,629+12.0% | $6,691-5.8% |
| Admin fee / account holder | $381 | $19,316-98.0% | $15,914-97.6% | $13,402-97.2% |