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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 | $25,461 | $121,656-79.1% | $104,614-75.7% | $158,950-84.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 28.52% | 465.51%-437.0pp | 340.56%-312.0pp | 302.91%-274.4pp |
| Employer contribution / active EE | $751 | $3,164-76.3% | $2,681-72.0% | $4,762-84.2% |
| Participant deferral / active EE | $7,750 | $4,177+85.5% | $3,739+107.3% | $5,983+29.5% |
| Admin fee / account holder | $494 | $7,775-93.7% | $6,464-92.4% | $11,248-95.6% |