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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 | $33,757 | $112,915-70.1% | $90,965-62.9% | $158,950-78.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 11.94% | 215.75%-203.8pp | 134.57%-122.6pp | 302.91%-291.0pp |
| Employer contribution / active EE | $7,075 | $2,894+144.5% | $2,122+233.4% | $4,762+48.6% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $342 | $8,044-95.7% | $5,960-94.3% | $11,248-97.0% |