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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 | $23,209 | $208,088-88.8% | $186,193-87.5% | $154,746-85.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 23.18% | 89.97%-66.8pp | 78.03%-54.8pp | 172.34%-149.2pp |
| Employer contribution / active EE | $5,715 | $4,340+31.7% | $3,918+45.9% | $4,379+30.5% |
| Participant deferral / active EE | $8,617 | $7,078+21.7% | $6,513+32.3% | $6,730+28.0% |
| Admin fee / account holder | $11,965 | $11,698+2.3% | $11,058+8.2% | $14,365-16.7% |