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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 | $29,980 | $107,363-72.1% | $92,909-67.7% | $152,897-80.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 13.40% | 145.63%-132.2pp | 109.44%-96.0pp | 345.43%-332.0pp |
| Employer contribution / active EE | $3,930 | $4,222-6.9% | $3,653+7.6% | $4,764-17.5% |
| Participant deferral / active EE | $14,059 | $4,848+190.0% | $4,238+231.7% | $5,851+140.3% |
| Admin fee / account holder | $702 | $7,082-90.1% | $5,795-87.9% | $11,599-93.9% |