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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 | $29,213 | $183,592-84.1% | $155,574-81.2% | $145,877-80.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.55% | 61.37%-46.8pp | 64.87%-50.3pp | 551.28%-536.7pp |
| Employer contribution / active EE | $3,301 | $5,317-37.9% | $4,676-29.4% | $4,663-29.2% |
| Participant deferral / active EE | $4,718 | $6,466-27.0% | $5,629-16.2% | $6,691-29.5% |
| Admin fee / account holder | $996 | $19,316-94.8% | $15,914-93.7% | $13,402-92.6% |