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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 | $37,011 | $228,352-83.8% | $185,827-80.1% | $158,950-76.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.87% | 40.81%-27.9pp | 35.96%-23.1pp | 302.91%-290.0pp |
| Employer contribution / active EE | $10,268 | $4,967+106.7% | $4,087+151.2% | $4,762+115.6% |
| Participant deferral / active EE | $5,824 | $6,416-9.2% | $5,633+3.4% | $5,983-2.6% |
| Admin fee / account holder | $8,495 | $11,867-28.4% | $9,502-10.6% | $11,248-24.5% |