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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 | $39,498 | $107,368-63.2% | $92,915-57.5% | $152,909-74.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.02% | 145.64%-127.6pp | 109.45%-91.4pp | 345.46%-327.4pp |
| Employer contribution / active EE | $9,978 | $4,222+136.3% | $3,653+173.1% | $4,764+109.5% |
| Participant deferral / active EE | $7,539 | $4,848+55.5% | $4,238+77.9% | $5,851+28.8% |
| Admin fee / account holder | $4,211 | $7,082-40.5% | $5,796-27.3% | $11,601-63.7% |