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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 | $67,562 | $107,368-37.1% | $92,915-27.3% | $152,909-55.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.35% | 145.64%-122.3pp | 109.45%-86.1pp | 345.46%-322.1pp |
| Employer contribution / active EE | $19,181 | $4,222+354.3% | $3,653+425.0% | $4,764+302.6% |
| Participant deferral / active EE | $6,572 | $4,848+35.6% | $4,238+55.1% | $5,851+12.3% |
| Admin fee / account holder | $376 | $7,082-94.7% | $5,796-93.5% | $11,601-96.8% |