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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 | $28,806 | $118,708-75.7% | $98,920-70.9% | $158,982-81.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 20.30% | 372.49%-352.2pp | 196.47%-176.2pp | 302.99%-282.7pp |
| Employer contribution / active EE | $3,039 | $3,334-8.9% | $2,689+13.0% | $4,763-36.2% |
| Participant deferral / active EE | $11,055 | $5,089+117.2% | $4,245+160.4% | $5,983+84.8% |
| Admin fee / account holder | $703 | $10,134-93.1% | $6,643-89.4% | $11,252-93.8% |