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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 | $38,994 | $109,967-64.5% | $97,197-59.9% | $145,877-73.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 16.00% | 244.27%-228.3pp | 75.47%-59.5pp | 551.28%-535.3pp |
| Employer contribution / active EE | $3,171 | $3,077+3.1% | $2,723+16.5% | $4,663-32.0% |
| Participant deferral / active EE | $7,381 | $4,676+57.8% | $4,263+73.1% | $6,691+10.3% |
| Admin fee / account holder | $961 | $6,199-84.5% | $5,637-83.0% | $13,402-92.8% |