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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 | $28,916 | $111,814-74.1% | $93,654-69.1% | $145,959-80.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.08% | 203.30%-193.2pp | 133.34%-123.3pp | 561.95%-551.9pp |
| Employer contribution / active EE | $3,333 | $3,092+7.8% | $2,421+37.7% | $4,661-28.5% |
| Participant deferral / active EE | $3,467 | $4,914-29.5% | $4,413-21.4% | $6,689-48.2% |
| Admin fee / account holder | $407 | $10,246-96.0% | $8,282-95.1% | $13,398-97.0% |