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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 | $27,255 | $183,592-85.2% | $155,567-82.5% | $145,959-81.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.08% | 61.24%-50.2pp | 64.74%-53.7pp | 561.95%-550.9pp |
| Employer contribution / active EE | $4,364 | $5,315-17.9% | $4,674-6.6% | $4,661-6.4% |
| Participant deferral / active EE | $16,247 | $6,464+151.3% | $5,628+188.7% | $6,689+142.9% |
| Admin fee / account holder | $1,084 | $19,318-94.4% | $15,916-93.2% | $13,398-91.9% |