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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 | $76,103 | $134,817-43.6% | $123,973-38.6% | $155,188-51.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 12.33% | 515.49%-503.2pp | 388.13%-375.8pp | 148.84%-136.5pp |
| Employer contribution / active EE | $2,229 | $4,425-49.6% | $4,126-46.0% | $4,248-47.5% |
| Participant deferral / active EE | $2,693 | $5,706-52.8% | $5,247-48.7% | $6,531-58.8% |
| Admin fee / account holder | $864 | $13,245-93.5% | $11,799-92.7% | $14,480-94.0% |