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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 | $34,704 | $142,426-75.6% | $115,167-69.9% | $152,909-77.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 26.05% | 41.48%-15.4pp | 35.60%-9.6pp | 345.46%-319.4pp |
| Employer contribution / active EE | $4,725 | $4,011+17.8% | $3,179+48.6% | $4,764-0.8% |
| Participant deferral / active EE | $17,641 | $5,165+241.6% | $4,169+323.2% | $5,851+201.5% |
| Admin fee / account holder | $1,049 | $8,464-87.6% | $7,089-85.2% | $11,601-91.0% |