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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 | $20,422 | $107,368-81.0% | $92,915-78.0% | $152,909-86.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.14% | 145.64%-123.5pp | 109.45%-87.3pp | 345.46%-323.3pp |
| Employer contribution / active EE | $6,085 | $4,222+44.1% | $3,653+66.5% | $4,764+27.7% |
| Participant deferral / active EE | $4,153 | $4,848-14.3% | $4,238-2.0% | $5,851-29.0% |
| Admin fee / account holder | $5,916 | $7,082-16.5% | $5,796+2.1% | $11,601-49.0% |