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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 | $33,925 | $183,516-81.5% | $155,534-78.2% | $145,884-76.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.48% | 61.43%-50.9pp | 64.92%-54.4pp | 551.85%-541.4pp |
| Employer contribution / active EE | $1,823 | $5,315-65.7% | $4,675-61.0% | $4,662-60.9% |
| Participant deferral / active EE | $3,784 | $6,467-41.5% | $5,630-32.8% | $6,690-43.4% |
| Admin fee / account holder | $5,084 | $19,293-73.6% | $15,900-68.0% | $13,392-62.0% |