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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 | $27,738 | $105,210-73.6% | $159,487-82.6% | $85,851-67.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 17.27% | 45.08%-27.8pp | 263.71%-246.4pp | 318.63%-301.4pp |
| Employer contribution / active EE | $3,731 | $3,319+12.4% | $4,831-22.8% | $2,565+45.4% |
| Participant deferral / active EE | $4,818 | $5,946-19.0% | $7,354-34.5% | $3,952+21.9% |
| Admin fee / account holder | $438 | $6,934-93.7% | $10,804-95.9% | $6,261-93.0% |