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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 | $38,888 | $107,368-63.8% | $92,915-58.1% | $152,909-74.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 17.97% | 145.64%-127.7pp | 109.45%-91.5pp | 345.46%-327.5pp |
| Employer contribution / active EE | $8,367 | $4,222+98.2% | $3,653+129.0% | $4,764+75.6% |
| Participant deferral / active EE | $7,388 | $4,848+52.4% | $4,238+74.3% | $5,851+26.3% |
| Admin fee / account holder | $2,160 | $7,082-69.5% | $5,796-62.7% | $11,601-81.4% |