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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 | $37,398 | $107,368-65.2% | $92,915-59.8% | $152,909-75.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.32% | 145.64%-122.3pp | 109.45%-86.1pp | 345.46%-322.1pp |
| Employer contribution / active EE | $8,084 | $4,222+91.5% | $3,653+121.3% | $4,764+69.7% |
| Participant deferral / active EE | $4,864 | $4,848+0.3% | $4,238+14.8% | $5,851-16.9% |
| Admin fee / account holder | $544 | $7,082-92.3% | $5,796-90.6% | $11,601-95.3% |