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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 | $27,958 | $183,516-84.8% | $155,534-82.0% | $145,884-80.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 33.62% | 61.43%-27.8pp | 64.92%-31.3pp | 551.85%-518.2pp |
| Employer contribution / active EE | $2,110 | $5,315-60.3% | $4,675-54.9% | $4,662-54.7% |
| Participant deferral / active EE | $5,150 | $6,467-20.4% | $5,630-8.5% | $6,690-23.0% |
| Admin fee / account holder | $366 | $19,293-98.1% | $15,900-97.7% | $13,392-97.3% |