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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 | $28,400 | $183,516-84.5% | $155,534-81.7% | $145,884-80.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.14% | 61.43%-44.3pp | 64.92%-47.8pp | 551.85%-534.7pp |
| Employer contribution / active EE | $3,183 | $5,315-40.1% | $4,675-31.9% | $4,662-31.7% |
| Participant deferral / active EE | $6,916 | $6,467+7.0% | $5,630+22.8% | $6,690+3.4% |
| Admin fee / account holder | $8,621 | $19,293-55.3% | $15,900-45.8% | $13,392-35.6% |