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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 | $25,278 | $183,516-86.2% | $155,534-83.7% | $145,884-82.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.07% | 61.43%-48.4pp | 64.92%-51.8pp | 551.85%-538.8pp |
| Employer contribution / active EE | $1,983 | $5,315-62.7% | $4,675-57.6% | $4,662-57.5% |
| Participant deferral / active EE | $9,864 | $6,467+52.5% | $5,630+75.2% | $6,690+47.5% |
| Admin fee / account holder | $4,939 | $19,293-74.4% | $15,900-68.9% | $13,392-63.1% |