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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 | $41,328 | $107,368-61.5% | $92,915-55.5% | $152,909-73.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.22% | 145.64%-127.4pp | 109.45%-91.2pp | 345.46%-327.2pp |
| Employer contribution / active EE | $6,417 | $4,222+52.0% | $3,653+75.6% | $4,764+34.7% |
| Participant deferral / active EE | $4,559 | $4,848-6.0% | $4,238+7.6% | $5,851-22.1% |
| Admin fee / account holder | $758 | $7,082-89.3% | $5,796-86.9% | $11,601-93.5% |