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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 | $31,171 | $127,296-75.5% | $109,907-71.6% | $167,536-81.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 16.71% | 22.97%-6.3pp | 29.46%-12.7pp | 478.82%-462.1pp |
| Employer contribution / active EE | $4,239 | $3,325+27.5% | $2,844+49.1% | $4,839-12.4% |
| Participant deferral / active EE | $2,856 | $4,513-36.7% | $4,047-29.4% | $6,342-55.0% |
| Admin fee / account holder | $473 | $7,119-93.4% | $6,069-92.2% | $12,315-96.2% |