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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 | $41,383 | $125,778-67.1% | $114,563-63.9% | $154,746-73.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 10.14% | 295.14%-285.0pp | 241.09%-231.0pp | 172.34%-162.2pp |
| Employer contribution / active EE | $2,778 | $2,806-1.0% | $2,592+7.2% | $4,379-36.6% |
| Participant deferral / active EE | $1,555 | $4,445-65.0% | $4,142-62.5% | $6,730-76.9% |
| Admin fee / account holder | $332 | $8,190-95.9% | $7,623-95.6% | $14,365-97.7% |