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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 | $34,687 | $107,368-67.7% | $92,915-62.7% | $152,909-77.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 26.08% | 145.64%-119.6pp | 109.45%-83.4pp | 345.46%-319.4pp |
| Employer contribution / active EE | $10,350 | $4,222+145.1% | $3,653+183.3% | $4,764+117.3% |
| Participant deferral / active EE | $2,850 | $4,848-41.2% | $4,238-32.8% | $5,851-51.3% |
| Admin fee / account holder | $646 | $7,082-90.9% | $5,796-88.9% | $11,601-94.4% |