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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 | $37,962 | $107,368-64.6% | $92,915-59.1% | $152,909-75.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 24.58% | 145.64%-121.1pp | 109.45%-84.9pp | 345.46%-320.9pp |
| Employer contribution / active EE | $4,284 | $4,222+1.5% | $3,653+17.3% | $4,764-10.1% |
| Participant deferral / active EE | $4,561 | $4,848-5.9% | $4,238+7.6% | $5,851-22.1% |
| Admin fee / account holder | $1,823 | $7,082-74.3% | $5,796-68.5% | $11,601-84.3% |