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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 | $41,728 | $107,363-61.1% | $92,909-55.1% | $152,897-72.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.43% | 145.63%-125.2pp | 109.44%-89.0pp | 345.43%-325.0pp |
| Employer contribution / active EE | $2,832 | $4,222-32.9% | $3,653-22.5% | $4,764-40.6% |
| Participant deferral / active EE | $10,515 | $4,848+116.9% | $4,238+148.1% | $5,851+79.7% |
| Admin fee / account holder | $1,181 | $7,082-83.3% | $5,795-79.6% | $11,599-89.8% |