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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 | $27,813 | $110,240-74.8% | $96,544-71.2% | $139,487-80.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 46.90% | 26.41%+20.5pp | 25.88%+21.0pp | 373.84%-326.9pp |
| Employer contribution / active EE | $3,833 | $3,622+5.8% | $2,966+29.2% | $4,755-19.4% |
| Participant deferral / active EE | $5,776 | $5,549+4.1% | $4,851+19.1% | $6,713-14.0% |
| Admin fee / account holder | $336 | $11,602-97.1% | $8,254-95.9% | $11,407-97.1% |