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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 | $34,328 | $134,817-74.5% | $123,973-72.3% | $155,188-77.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 23.75% | 515.49%-491.7pp | 388.13%-364.4pp | 148.84%-125.1pp |
| Employer contribution / active EE | $5,923 | $4,425+33.9% | $4,126+43.6% | $4,248+39.4% |
| Participant deferral / active EE | $9,664 | $5,706+69.4% | $5,247+84.2% | $6,531+48.0% |
| Admin fee / account holder | $1,438 | $13,245-89.1% | $11,799-87.8% | $14,480-90.1% |