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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 | $43,362 | $107,368-59.6% | $92,915-53.3% | $152,909-71.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.38% | 145.64%-124.3pp | 109.45%-88.1pp | 345.46%-324.1pp |
| Employer contribution / active EE | $4,245 | $4,222+0.5% | $3,653+16.2% | $4,764-10.9% |
| Participant deferral / active EE | $10,331 | $4,848+113.1% | $4,238+143.8% | $5,851+76.6% |
| Admin fee / account holder | $664 | $7,082-90.6% | $5,796-88.5% | $11,601-94.3% |