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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 | $36,238 | $106,923-66.1% | $84,023-56.9% | $152,909-76.3% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 18.16% | 105.02%-86.9pp | 71.32%-53.2pp | 345.46%-327.3pp |
| Employer contribution / active EE | $2,313 | $2,735-15.4% | $1,984+16.6% | $4,764-51.4% |
| Participant deferral / active EE | $3,414 | $4,013-14.9% | $3,239+5.4% | $5,851-41.7% |
| Admin fee / account holder | $837 | $8,289-89.9% | $6,102-86.3% | $11,601-92.8% |