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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 | $33,840 | $109,344-69.1% | $89,400-62.1% | $158,950-78.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 35.07% | 345.73%-310.7pp | 245.64%-210.6pp | 302.91%-267.8pp |
| Employer contribution / active EE | $3,082 | $3,170-2.8% | $2,586+19.2% | $4,762-35.3% |
| Participant deferral / active EE | $13,789 | $4,599+199.8% | $3,890+254.4% | $5,983+130.5% |
| Admin fee / account holder | $439 | $6,154-92.9% | $4,882-91.0% | $11,248-96.1% |