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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 | $29,593 | $118,708-75.1% | $98,920-70.1% | $158,966-81.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 20.41% | 372.49%-352.1pp | 196.47%-176.1pp | 302.95%-282.5pp |
| Employer contribution / active EE | $7,396 | $3,334+121.8% | $2,689+175.0% | $4,762+55.3% |
| Participant deferral / active EE | $3,933 | $5,089-22.7% | $4,245-7.4% | $5,983-34.3% |
| Admin fee / account holder | $1,034 | $10,134-89.8% | $6,643-84.4% | $11,250-90.8% |