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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 | $31,914 | $152,612-79.1% | $125,192-74.5% | $152,897-79.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 32.07% | 54.85%-22.8pp | 43.79%-11.7pp | 345.43%-313.4pp |
| Employer contribution / active EE | $2,442 | $4,947-50.6% | $3,866-36.8% | $4,764-48.7% |
| Participant deferral / active EE | $8,773 | $5,868+49.5% | $4,937+77.7% | $5,851+49.9% |
| Admin fee / account holder | $337 | $13,437-97.5% | $9,704-96.5% | $11,599-97.1% |