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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 | $39,622 | $183,539-78.4% | $155,556-74.5% | $145,897-72.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.42% | 61.31%-44.9pp | 64.84%-48.4pp | 552.29%-535.9pp |
| Employer contribution / active EE | $1,093 | $5,315-79.4% | $4,675-76.6% | $4,663-76.6% |
| Participant deferral / active EE | $4,879 | $6,467-24.5% | $5,631-13.3% | $6,689-27.1% |
| Admin fee / account holder | $818 | $19,275-95.8% | $15,885-94.8% | $13,390-93.9% |