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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 | $37,881 | $124,351-69.5% | $109,188-65.3% | $167,553-77.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.83% | 26.04%-8.2pp | 25.76%-7.9pp | 478.89%-461.1pp |
| Employer contribution / active EE | $6,886 | $4,210+63.6% | $3,723+84.9% | $4,840+42.3% |
| Participant deferral / active EE | $10,052 | $5,257+91.2% | $4,654+116.0% | $6,343+58.5% |
| Admin fee / account holder | $492 | $7,975-93.8% | $6,755-92.7% | $12,316-96.0% |