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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 | $38,574 | $183,592-79.0% | $155,574-75.2% | $145,877-73.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.40% | 61.37%-49.0pp | 64.87%-52.5pp | 551.28%-538.9pp |
| Employer contribution / active EE | $8,491 | $5,317+59.7% | $4,676+81.6% | $4,663+82.1% |
| Participant deferral / active EE | $10,605 | $6,466+64.0% | $5,629+88.4% | $6,691+58.5% |
| Admin fee / account holder | $2,282 | $19,316-88.2% | $15,914-85.7% | $13,402-83.0% |