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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 | $38,214 | $72,071-47.0% | $68,368-44.1% | $137,256-72.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.26% | 353.14%-332.9pp | 292.57%-272.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $4,340 | $2,788+55.7% | $2,649+63.8% | $4,156+4.4% |
| Participant deferral / active EE | $7,044 | $4,410+59.7% | $4,123+70.9% | $6,407+9.9% |
| Admin fee / account holder | $441 | $5,336-91.7% | $5,150-91.4% | $12,270-96.4% |