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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 | $25,697 | $165,361-84.5% | $149,715-82.8% | $158,950-83.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 58.34% | 348.24%-289.9pp | 276.66%-218.3pp | 302.91%-244.6pp |
| Employer contribution / active EE | $2,903 | $5,103-43.1% | $4,645-37.5% | $4,762-39.0% |
| Participant deferral / active EE | $7,275 | $7,182+1.3% | $6,842+6.3% | $5,983+21.6% |
| Admin fee / account holder | $696 | $10,808-93.6% | $9,310-92.5% | $11,248-93.8% |