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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 | $32,131 | $107,368-70.1% | $92,915-65.4% | $152,909-79.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.15% | 145.64%-126.5pp | 109.45%-90.3pp | 345.46%-326.3pp |
| Employer contribution / active EE | $8,010 | $4,222+89.7% | $3,653+119.2% | $4,764+68.1% |
| Participant deferral / active EE | $1,797 | $4,848-62.9% | $4,238-57.6% | $5,851-69.3% |
| Admin fee / account holder | $1,000 | $7,082-85.9% | $5,796-82.7% | $11,601-91.4% |