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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 | $41,173 | $107,368-61.7% | $92,915-55.7% | $152,909-73.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 14.30% | 145.64%-131.3pp | 109.45%-95.1pp | 345.46%-331.2pp |
| Employer contribution / active EE | $1,312 | $4,222-68.9% | $3,653-64.1% | $4,764-72.5% |
| Participant deferral / active EE | $3,433 | $4,848-29.2% | $4,238-19.0% | $5,851-41.3% |
| Admin fee / account holder | $7,925 | $7,082+11.9% | $5,796+36.7% | $11,601-31.7% |