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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 | $37,492 | $185,883-79.8% | $170,043-78.0% | $139,466-73.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.63% | 60.54%-47.9pp | 53.40%-40.8pp | 373.66%-361.0pp |
| Employer contribution / active EE | $2,900 | $7,596-61.8% | $6,790-57.3% | $4,754-39.0% |
| Participant deferral / active EE | $3,345 | $11,626-71.2% | $10,410-67.9% | $6,712-50.2% |
| Admin fee / account holder | $2,650 | $15,393-82.8% | $12,824-79.3% | $11,409-76.8% |