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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 | $33,185 | $185,312-82.1% | $161,489-79.5% | $154,746-78.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 28.71% | 103.84%-75.1pp | 89.72%-61.0pp | 172.34%-143.6pp |
| Employer contribution / active EE | $10,804 | $4,769+126.5% | $4,268+153.1% | $4,379+146.7% |
| Participant deferral / active EE | $5,727 | $6,350-9.8% | $5,630+1.7% | $6,730-14.9% |
| Admin fee / account holder | $489 | $18,654-97.4% | $16,006-96.9% | $14,365-96.6% |