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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 | $38,889 | $68,097-42.9% | $62,929-38.2% | $137,256-71.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 17.34% | 1859.11%-1841.8pp | 1063.93%-1046.6pp | 220.34%-203.0pp |
| Employer contribution / active EE | $9,856 | $2,811+250.6% | $2,505+293.5% | $4,156+137.1% |
| Participant deferral / active EE | $4,728 | $4,553+3.8% | $3,888+21.6% | $6,407-26.2% |
| Admin fee / account holder | $847 | $6,521-87.0% | $5,065-83.3% | $12,270-93.1% |