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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 | $32,661 | $183,516-82.2% | $155,534-79.0% | $145,884-77.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.21% | 61.43%-51.2pp | 64.92%-54.7pp | 551.85%-541.6pp |
| Employer contribution / active EE | $8,986 | $5,315+69.1% | $4,675+92.2% | $4,662+92.7% |
| Participant deferral / active EE | $12,725 | $6,467+96.8% | $5,630+126.0% | $6,690+90.2% |
| Admin fee / account holder | $11,347 | $19,293-41.2% | $15,900-28.6% | $13,392-15.3% |