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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 | $16,954 | $107,368-84.2% | $92,915-81.8% | $152,909-88.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.23% | 145.64%-127.4pp | 109.45%-91.2pp | 345.46%-327.2pp |
| Employer contribution / active EE | $7,732 | $4,222+83.1% | $3,653+111.6% | $4,764+62.3% |
| Participant deferral / active EE | $2,822 | $4,848-41.8% | $4,238-33.4% | $5,851-51.8% |
| Admin fee / account holder | $997 | $7,082-85.9% | $5,796-82.8% | $11,601-91.4% |