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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 | $41,952 | $102,638-59.1% | $81,982-48.8% | $158,982-73.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 25.30% | 61.05%-35.8pp | 41.31%-16.0pp | 302.99%-277.7pp |
| Employer contribution / active EE | $4,330 | $3,241+33.6% | $2,498+73.3% | $4,763-9.1% |
| Participant deferral / active EE | $9,757 | $4,649+109.9% | $3,722+162.1% | $5,983+63.1% |
| Admin fee / account holder | $517 | $8,237-93.7% | $5,665-90.9% | $11,252-95.4% |