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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 | $33,615 | $185,905-81.9% | $170,057-80.2% | $139,487-75.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 28.26% | 60.56%-32.3pp | 53.42%-25.2pp | 373.84%-345.6pp |
| Employer contribution / active EE | $5,295 | $7,597-30.3% | $6,790-22.0% | $4,755+11.4% |
| Participant deferral / active EE | $10,068 | $11,627-13.4% | $10,411-3.3% | $6,713+50.0% |
| Admin fee / account holder | $10,441 | $15,397-32.2% | $12,826-18.6% | $11,407-8.5% |