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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 | $14,399 | $105,160-86.3% | $94,679-84.8% | $139,456-89.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 39.77% | 38.04%+1.7pp | 156.75%-117.0pp | 373.45%-333.7pp |
| Employer contribution / active EE | $3,662 | $4,107-10.8% | $3,673-0.3% | $4,753-22.9% |
| Participant deferral / active EE | $10,616 | $7,599+39.7% | $7,417+43.1% | $6,711+58.2% |
| Admin fee / account holder | $1,532 | $8,988-83.0% | $7,233-78.8% | $11,407-86.6% |