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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 | $19,192 | $112,933-83.0% | $90,970-78.9% | $158,982-87.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 29.52% | 215.82%-186.3pp | 134.60%-105.1pp | 302.99%-273.5pp |
| Employer contribution / active EE | $3,117 | $2,893+7.7% | $2,122+46.9% | $4,763-34.6% |
| Participant deferral / active EE | $7,023 | $4,128+70.1% | $3,373+108.2% | $5,983+17.4% |
| Admin fee / account holder | $540 | $8,047-93.3% | $5,961-90.9% | $11,252-95.2% |