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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 | $26,456 | $117,846-77.6% | $102,434-74.2% | $145,884-81.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.91% | 31.90%-19.0pp | 29.46%-16.6pp | 551.85%-538.9pp |
| Employer contribution / active EE | $5,869 | $3,615+62.4% | $3,023+94.1% | $4,662+25.9% |
| Participant deferral / active EE | $11,927 | $5,733+108.0% | $5,055+135.9% | $6,690+78.3% |
| Admin fee / account holder | $20,022 | $13,356+49.9% | $9,462+111.6% | $13,392+49.5% |