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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 | $43,219 | $183,592-76.5% | $155,574-72.2% | $145,877-70.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.03% | 61.37%-49.3pp | 64.87%-52.8pp | 551.28%-539.2pp |
| Employer contribution / active EE | $5,211 | $5,317-2.0% | $4,676+11.4% | $4,663+11.7% |
| Participant deferral / active EE | $4,970 | $6,466-23.1% | $5,629-11.7% | $6,691-25.7% |
| Admin fee / account holder | $401 | $19,316-97.9% | $15,914-97.5% | $13,402-97.0% |