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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 | $22,262 | $183,516-87.9% | $155,534-85.7% | $145,884-84.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.53% | 61.43%-46.9pp | 64.92%-50.4pp | 551.85%-537.3pp |
| Employer contribution / active EE | $5,969 | $5,315+12.3% | $4,675+27.7% | $4,662+28.0% |
| Participant deferral / active EE | $5,507 | $6,467-14.8% | $5,630-2.2% | $6,690-17.7% |
| Admin fee / account holder | $2,539 | $19,293-86.8% | $15,900-84.0% | $13,392-81.0% |