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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 | $45,046 | $183,516-75.5% | $155,534-71.0% | $145,884-69.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 25.71% | 61.43%-35.7pp | 64.92%-39.2pp | 551.85%-526.1pp |
| Employer contribution / active EE | $1,400 | $5,315-73.7% | $4,675-70.1% | $4,662-70.0% |
| Participant deferral / active EE | $11,700 | $6,467+80.9% | $5,630+107.8% | $6,690+74.9% |
| Admin fee / account holder | $2,722 | $19,293-85.9% | $15,900-82.9% | $13,392-79.7% |