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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 | $34,858 | $183,539-81.0% | $155,556-77.6% | $145,897-76.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.69% | 61.31%-47.6pp | 64.84%-51.1pp | 552.29%-538.6pp |
| Employer contribution / active EE | $1,931 | $5,315-63.7% | $4,675-58.7% | $4,663-58.6% |
| Participant deferral / active EE | $3,574 | $6,467-44.7% | $5,631-36.5% | $6,689-46.6% |
| Admin fee / account holder | $528 | $19,275-97.3% | $15,885-96.7% | $13,390-96.1% |