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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 | $35,866 | $107,941-66.8% | $91,994-61.0% | $152,909-76.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 20.80% | 89.28%-68.5pp | 69.04%-48.2pp | 345.46%-324.7pp |
| Employer contribution / active EE | $1,298 | $4,212-69.2% | $3,453-62.4% | $4,764-72.7% |
| Participant deferral / active EE | $3,396 | $6,366-46.7% | $5,924-42.7% | $5,851-42.0% |
| Admin fee / account holder | $380 | $10,521-96.4% | $7,744-95.1% | $11,601-96.7% |