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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 | $41,283 | $121,701-66.1% | $104,639-60.5% | $158,982-74.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 17.42% | 465.72%-448.3pp | 340.67%-323.3pp | 302.99%-285.6pp |
| Employer contribution / active EE | $5,619 | $3,165+77.5% | $2,682+109.5% | $4,763+18.0% |
| Participant deferral / active EE | $7,197 | $4,176+72.4% | $3,738+92.5% | $5,983+20.3% |
| Admin fee / account holder | $798 | $7,778-89.7% | $6,465-87.7% | $11,252-92.9% |