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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 | $33,983 | $106,923-68.2% | $84,023-59.6% | $152,909-77.8% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 23.52% | 105.02%-81.5pp | 71.32%-47.8pp | 345.46%-321.9pp |
| Employer contribution / active EE | $7,068 | $2,735+158.4% | $1,984+256.3% | $4,764+48.4% |
| Participant deferral / active EE | $4,518 | $4,013+12.6% | $3,239+39.5% | $5,851-22.8% |
| Admin fee / account holder | $655 | $8,289-92.1% | $6,102-89.3% | $11,601-94.4% |