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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 | $28,115 | $107,941-74.0% | $91,994-69.4% | $152,909-81.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 26.55% | 89.28%-62.7pp | 69.04%-42.5pp | 345.46%-318.9pp |
| Employer contribution / active EE | $2,257 | $4,212-46.4% | $3,453-34.6% | $4,764-52.6% |
| Participant deferral / active EE | $8,099 | $6,366+27.2% | $5,924+36.7% | $5,851+38.4% |
| Admin fee / account holder | $444 | $10,521-95.8% | $7,744-94.3% | $11,601-96.2% |