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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 | $39,297 | $232,540-83.1% | $185,117-78.8% | $147,586-73.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 12.86% | 43.03%-30.2pp | 40.50%-27.6pp | 578.59%-565.7pp |
| Employer contribution / active EE | $3,191 | $5,195-38.6% | $4,182-23.7% | $4,876-34.6% |
| Participant deferral / active EE | $3,982 | $5,834-31.7% | $5,045-21.1% | $5,439-26.8% |
| Admin fee / account holder | $19,256 | $10,275+87.4% | $8,159+136.0% | $10,886+76.9% |