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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 | $28,953 | $106,923-72.9% | $84,023-65.5% | $152,909-81.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 22.98% | 105.02%-82.0pp | 71.32%-48.3pp | 345.46%-322.5pp |
| Employer contribution / active EE | $2,561 | $2,735-6.4% | $1,984+29.1% | $4,764-46.2% |
| Participant deferral / active EE | $5,044 | $4,013+25.7% | $3,239+55.7% | $5,851-13.8% |
| Admin fee / account holder | $368 | $8,289-95.6% | $6,102-94.0% | $11,601-96.8% |