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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 | $34,916 | $183,627-81.0% | $155,602-77.6% | $145,978-76.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.50% | 61.32%-48.8pp | 64.81%-52.3pp | 550.52%-538.0pp |
| Employer contribution / active EE | $1,566 | $5,316-70.5% | $4,675-66.5% | $4,662-66.4% |
| Participant deferral / active EE | $3,681 | $6,466-43.1% | $5,629-34.6% | $6,690-45.0% |
| Admin fee / account holder | $324 | $19,327-98.3% | $15,923-98.0% | $13,400-97.6% |