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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 | $28,599 | $112,121-74.5% | $95,960-70.2% | $158,966-82.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 29.26% | 171.16%-141.9pp | 91.63%-62.4pp | 302.95%-273.7pp |
| Employer contribution / active EE | $3,926 | $3,199+22.7% | $2,541+54.5% | $4,762-17.6% |
| Participant deferral / active EE | $8,460 | $4,784+76.8% | $4,167+103.0% | $5,983+41.4% |
| Admin fee / account holder | $444 | $10,135-95.6% | $6,797-93.5% | $11,250-96.1% |