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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 | $42,620 | $107,368-60.3% | $92,915-54.1% | $152,909-72.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.10% | 145.64%-127.5pp | 109.45%-91.4pp | 345.46%-327.4pp |
| Employer contribution / active EE | $9,147 | $4,222+116.6% | $3,653+150.4% | $4,764+92.0% |
| Participant deferral / active EE | $10,587 | $4,848+118.4% | $4,238+149.8% | $5,851+80.9% |
| Admin fee / account holder | $385 | $7,082-94.6% | $5,796-93.4% | $11,601-96.7% |