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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 | $34,239 | $107,363-68.1% | $92,909-63.1% | $152,897-77.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 17.03% | 145.63%-128.6pp | 109.44%-92.4pp | 345.43%-328.4pp |
| Employer contribution / active EE | $8,913 | $4,222+111.1% | $3,653+144.0% | $4,764+87.1% |
| Participant deferral / active EE | $6,424 | $4,848+32.5% | $4,238+51.6% | $5,851+9.8% |
| Admin fee / account holder | $315 | $7,082-95.6% | $5,795-94.6% | $11,599-97.3% |