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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 | $20,320 | $183,539-88.9% | $155,556-86.9% | $145,897-86.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 83.59% | 61.31%+22.3pp | 64.84%+18.8pp | 552.29%-468.7pp |
| Employer contribution / active EE | $3,671 | $5,315-30.9% | $4,675-21.5% | $4,663-21.3% |
| Participant deferral / active EE | $7,333 | $6,467+13.4% | $5,631+30.2% | $6,689+9.6% |
| Admin fee / account holder | $3,196 | $19,275-83.4% | $15,885-79.9% | $13,390-76.1% |