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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 | $34,520 | $157,276-78.1% | $141,177-75.5% | $152,885-77.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.30% | 64.33%-39.0pp | 71.40%-46.1pp | 345.39%-320.1pp |
| Employer contribution / active EE | $13,599 | $5,262+158.5% | $4,736+187.2% | $4,763+185.5% |
| Participant deferral / active EE | $5,251 | $7,110-26.2% | $6,710-21.7% | $5,851-10.3% |
| Admin fee / account holder | $3,291 | $12,123-72.9% | $10,263-67.9% | $11,598-71.6% |