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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 | $44,348 | $112,933-60.7% | $90,970-51.2% | $158,982-72.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 20.81% | 215.82%-195.0pp | 134.60%-113.8pp | 302.99%-282.2pp |
| Employer contribution / active EE | $1,015 | $2,893-64.9% | $2,122-52.2% | $4,763-78.7% |
| Participant deferral / active EE | $6,485 | $4,128+57.1% | $3,373+92.3% | $5,983+8.4% |
| Admin fee / account holder | $389 | $8,047-95.2% | $5,961-93.5% | $11,252-96.5% |