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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% | $155,574-81.9% | $145,877-80.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.59% | 61.37%-48.8pp | 64.87%-52.3pp | 551.28%-538.7pp |
| Employer contribution / active EE | $11,507 | $5,317+116.4% | $4,676+146.1% | $4,663+146.8% |
| Participant deferral / active EE | $6,378 | $6,466-1.4% | $5,629+13.3% | $6,691-4.7% |
| Admin fee / account holder | $5,010 | $19,316-74.1% | $15,914-68.5% | $13,402-62.6% |