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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 | $23,220 | $106,267-78.1% | $96,520-75.9% | $139,456-83.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 79.92% | 38.45%+41.5pp | 35.72%+44.2pp | 373.45%-293.5pp |
| Employer contribution / active EE | $4,208 | $4,105+2.5% | $3,739+12.6% | $4,753-11.5% |
| Participant deferral / active EE | $9,177 | $5,454+68.2% | $4,879+88.1% | $6,711+36.7% |
| Admin fee / account holder | $415 | $7,882-94.7% | $6,733-93.8% | $11,407-96.4% |