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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 | $42,089 | $107,353-60.8% | $92,903-54.7% | $152,885-72.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 36.94% | 145.62%-108.7pp | 109.43%-72.5pp | 345.39%-308.4pp |
| Employer contribution / active EE | $15,947 | $4,222+277.7% | $3,653+336.5% | $4,763+234.8% |
| Participant deferral / active EE | $6,334 | $4,848+30.7% | $4,238+49.5% | $5,851+8.3% |
| Admin fee / account holder | $2,183 | $7,081-69.2% | $5,795-62.3% | $11,598-81.2% |