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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 | $43,075 | $144,130-70.1% | $117,861-63.5% | $147,586-70.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 19.45% | 531.20%-511.7pp | 335.11%-315.7pp | 578.59%-559.1pp |
| Employer contribution / active EE | $2,342 | $4,897-52.2% | $3,786-38.1% | $4,876-52.0% |
| Participant deferral / active EE | $7,137 | $5,316+34.2% | $4,482+59.2% | $5,439+31.2% |
| Admin fee / account holder | $379 | $10,887-96.5% | $8,021-95.3% | $10,886-96.5% |