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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 | $30,274 | $183,539-83.5% | $155,556-80.5% | $145,897-79.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.15% | 61.31%-47.2pp | 64.84%-50.7pp | 552.29%-538.1pp |
| Employer contribution / active EE | $5,054 | $5,315-4.9% | $4,675+8.1% | $4,663+8.4% |
| Participant deferral / active EE | $8,725 | $6,467+34.9% | $5,631+55.0% | $6,689+30.4% |
| Admin fee / account holder | $1,564 | $19,275-91.9% | $15,885-90.2% | $13,390-88.3% |