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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 | $26,106 | $150,435-82.6% | $120,580-78.3% | $145,897-82.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 13.41% | 154.60%-141.2pp | 107.48%-94.1pp | 552.29%-538.9pp |
| Employer contribution / active EE | $4,367 | $4,352+0.3% | $3,469+25.9% | $4,663-6.3% |
| Participant deferral / active EE | $3,037 | $6,174-50.8% | $4,995-39.2% | $6,689-54.6% |
| Admin fee / account holder | $788 | $12,182-93.5% | $9,418-91.6% | $13,390-94.1% |