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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 | $23,978 | $107,363-77.7% | $92,909-74.2% | $152,897-84.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.00% | 145.63%-127.6pp | 109.44%-91.4pp | 345.43%-327.4pp |
| Employer contribution / active EE | $6,335 | $4,222+50.0% | $3,653+73.4% | $4,764+33.0% |
| Participant deferral / active EE | $7,918 | $4,848+63.3% | $4,238+86.8% | $5,851+35.3% |
| Admin fee / account holder | $2,299 | $7,082-67.5% | $5,795-60.3% | $11,599-80.2% |