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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 | $30,501 | $106,918-71.5% | $84,021-63.7% | $152,897-80.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 30.47% | 105.01%-74.5pp | 71.32%-40.8pp | 345.43%-315.0pp |
| Employer contribution / active EE | $1,033 | $2,735-62.2% | $1,984-47.9% | $4,764-78.3% |
| Participant deferral / active EE | $6,234 | $4,012+55.4% | $3,239+92.5% | $5,851+6.5% |
| Admin fee / account holder | $301 | $8,288-96.4% | $6,102-95.1% | $11,599-97.4% |