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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 | $57,513 | $70,121-18.0% | $63,803-9.9% | $138,895-58.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 18.34% | 946.48%-928.1pp | 543.72%-525.4pp | 145.39%-127.1pp |
| Employer contribution / active EE | $4,422 | $2,882+53.4% | $2,532+74.6% | $4,194+5.4% |
| Participant deferral / active EE | $15,434 | $4,535+240.3% | $3,843+301.6% | $6,396+141.3% |
| Admin fee / account holder | $708 | $6,738-89.5% | $5,196-86.4% | $12,562-94.4% |