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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 | $38,245 | $106,267-64.0% | $96,520-60.4% | $139,456-72.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.12% | 38.45%-22.3pp | 35.72%-19.6pp | 373.45%-357.3pp |
| Employer contribution / active EE | $5,532 | $4,105+34.8% | $3,739+48.0% | $4,753+16.4% |
| Participant deferral / active EE | $3,620 | $5,454-33.6% | $4,879-25.8% | $6,711-46.1% |
| Admin fee / account holder | $671 | $7,882-91.5% | $6,733-90.0% | $11,407-94.1% |