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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 | $30,263 | $109,344-72.3% | $89,400-66.1% | $158,950-81.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 28.88% | 345.73%-316.8pp | 245.64%-216.8pp | 302.91%-274.0pp |
| Employer contribution / active EE | $4,461 | $3,170+40.7% | $2,586+72.5% | $4,762-6.3% |
| Participant deferral / active EE | $6,965 | $4,599+51.4% | $3,890+79.0% | $5,983+16.4% |
| Admin fee / account holder | $802 | $6,154-87.0% | $4,882-83.6% | $11,248-92.9% |