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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 | $39,069 | $104,937-62.8% | $84,628-53.8% | $152,897-74.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 18.89% | 373.88%-355.0pp | 258.80%-239.9pp | 345.43%-326.5pp |
| Employer contribution / active EE | $2,719 | $3,303-17.7% | $2,653+2.5% | $4,764-42.9% |
| Participant deferral / active EE | $6,996 | $4,690+49.2% | $3,900+79.4% | $5,851+19.6% |
| Admin fee / account holder | $578 | $6,243-90.7% | $4,914-88.2% | $11,599-95.0% |