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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 | $23,585 | $112,935-79.1% | $90,970-74.1% | $158,966-85.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 8.97% | 215.79%-206.8pp | 134.58%-125.6pp | 302.95%-294.0pp |
| Employer contribution / active EE | $4,039 | $2,895+39.5% | $2,122+90.3% | $4,762-15.2% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $887 | $8,045-89.0% | $5,960-85.1% | $11,250-92.1% |