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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 | $35,456 | $107,363-67.0% | $92,909-61.8% | $152,897-76.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 45.40% | 145.63%-100.2pp | 109.44%-64.0pp | 345.43%-300.0pp |
| Employer contribution / active EE | $2,492 | $4,222-41.0% | $3,653-31.8% | $4,764-47.7% |
| Participant deferral / active EE | $8,131 | $4,848+67.7% | $4,238+91.9% | $5,851+39.0% |
| Admin fee / account holder | $695 | $7,082-90.2% | $5,795-88.0% | $11,599-94.0% |