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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 | $36,515 | $107,363-66.0% | $92,909-60.7% | $152,897-76.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.51% | 145.63%-124.1pp | 109.44%-87.9pp | 345.43%-323.9pp |
| Employer contribution / active EE | $4,395 | $4,222+4.1% | $3,653+20.3% | $4,764-7.7% |
| Participant deferral / active EE | $4,463 | $4,848-7.9% | $4,238+5.3% | $5,851-23.7% |
| Admin fee / account holder | $419 | $7,082-94.1% | $5,795-92.8% | $11,599-96.4% |