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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 | $10,269 | $167,030-93.9% | $135,768-92.4% | $155,188-93.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 23.47% | 678.39%-654.9pp | 526.10%-502.6pp | 148.84%-125.4pp |
| Employer contribution / active EE | $3,543 | $4,132-14.3% | $3,394+4.4% | $4,248-16.6% |
| Participant deferral / active EE | $6,385 | $4,528+41.0% | $3,977+60.5% | $6,531-2.2% |
| Admin fee / account holder | $898 | $8,172-89.0% | $7,048-87.3% | $14,480-93.8% |