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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 | $36,151 | $103,393-65.0% | $87,103-58.5% | $152,909-76.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 14.41% | 28.10%-13.7pp | 28.19%-13.8pp | 345.46%-331.1pp |
| Employer contribution / active EE | $6,078 | $3,221+88.7% | $2,521+141.0% | $4,764+27.6% |
| Participant deferral / active EE | $3,529 | $4,778-26.1% | $4,049-12.8% | $5,851-39.7% |
| Admin fee / account holder | $15,209 | $12,195+24.7% | $7,491+103.0% | $11,601+31.1% |