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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 | $28,213 | $183,592-84.6% | $155,567-81.9% | $145,959-80.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.59% | 61.24%-48.6pp | 64.74%-52.1pp | 561.95%-549.4pp |
| Employer contribution / active EE | $11,507 | $5,315+116.5% | $4,674+146.2% | $4,661+146.9% |
| Participant deferral / active EE | $6,378 | $6,464-1.3% | $5,628+13.3% | $6,689-4.6% |
| Admin fee / account holder | $5,010 | $19,318-74.1% | $15,916-68.5% | $13,398-62.6% |