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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 | $35,846 | $107,368-66.6% | $92,915-61.4% | $152,909-76.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 25.69% | 145.64%-120.0pp | 109.45%-83.8pp | 345.46%-319.8pp |
| Employer contribution / active EE | $1,013 | $4,222-76.0% | $3,653-72.3% | $4,764-78.7% |
| Participant deferral / active EE | $11,326 | $4,848+133.6% | $4,238+167.3% | $5,851+93.6% |
| Admin fee / account holder | $333 | $7,082-95.3% | $5,796-94.3% | $11,601-97.1% |