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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 | $38,679 | $114,119-66.1% | $107,187-63.9% | $138,895-72.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 30.41% | 273.21%-242.8pp | 204.55%-174.1pp | 145.39%-115.0pp |
| Employer contribution / active EE | $2,875 | $4,059-29.2% | $3,782-24.0% | $4,194-31.5% |
| Participant deferral / active EE | $17,625 | $5,538+218.3% | $5,096+245.9% | $6,396+175.6% |
| Admin fee / account holder | $688 | $10,024-93.1% | $9,162-92.5% | $12,562-94.5% |