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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 | $45,985 | $167,030-72.5% | $135,768-66.1% | $155,188-70.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 20.53% | 678.39%-657.9pp | 526.10%-505.6pp | 148.84%-128.3pp |
| Employer contribution / active EE | $2,860 | $4,132-30.8% | $3,394-15.7% | $4,248-32.7% |
| Participant deferral / active EE | $2,860 | $4,528-36.8% | $3,977-28.1% | $6,531-56.2% |
| Admin fee / account holder | $315 | $8,172-96.1% | $7,048-95.5% | $14,480-97.8% |