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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 | $41,194 | $183,516-77.6% | $155,534-73.5% | $145,884-71.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.88% | 61.43%-45.5pp | 64.92%-49.0pp | 551.85%-536.0pp |
| Employer contribution / active EE | $1,591 | $5,315-70.1% | $4,675-66.0% | $4,662-65.9% |
| Participant deferral / active EE | $5,770 | $6,467-10.8% | $5,630+2.5% | $6,690-13.8% |
| Admin fee / account holder | $28,382 | $19,293+47.1% | $15,900+78.5% | $13,392+111.9% |