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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 | $183,592-83.5% | $155,574-80.5% | $145,877-79.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.15% | 61.37%-47.2pp | 64.87%-50.7pp | 551.28%-537.1pp |
| Employer contribution / active EE | $5,054 | $5,317-4.9% | $4,676+8.1% | $4,663+8.4% |
| Participant deferral / active EE | $8,725 | $6,466+34.9% | $5,629+55.0% | $6,691+30.4% |
| Admin fee / account holder | $1,564 | $19,316-91.9% | $15,914-90.2% | $13,402-88.3% |