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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 | $41,551 | $107,363-61.3% | $92,909-55.3% | $152,897-72.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 13.34% | 145.63%-132.3pp | 109.44%-96.1pp | 345.43%-332.1pp |
| Employer contribution / active EE | $10,389 | $4,222+146.1% | $3,653+184.4% | $4,764+118.1% |
| Participant deferral / active EE | $6,135 | $4,848+26.5% | $4,238+44.8% | $5,851+4.9% |
| Admin fee / account holder | $850 | $7,082-88.0% | $5,795-85.3% | $11,599-92.7% |