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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 | $59,450 | $176,120-66.2% | $159,487-62.7% | $167,553-64.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 29.20% | 331.95%-302.7pp | 263.71%-234.5pp | 478.89%-449.7pp |
| Employer contribution / active EE | $3,714 | $5,299-29.9% | $4,831-23.1% | $4,840-23.3% |
| Participant deferral / active EE | $25,038 | $7,752+223.0% | $7,354+240.5% | $6,343+294.8% |
| Admin fee / account holder | $1,042 | $12,561-91.7% | $10,804-90.4% | $12,316-91.5% |