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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 | $41,295 | $124,346-66.8% | $111,308-62.9% | $167,536-75.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 31.10% | 37.45%-6.4pp | 54.67%-23.6pp | 478.82%-447.7pp |
| Employer contribution / active EE | $2,292 | $3,437-33.3% | $2,732-16.1% | $4,839-52.6% |
| Participant deferral / active EE | $15,363 | $5,182+196.5% | $4,487+242.3% | $6,342+142.2% |
| Admin fee / account holder | $688 | $10,621-93.5% | $7,965-91.4% | $12,315-94.4% |