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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 | $23,638 | $154,754-84.7% | $124,206-81.0% | $138,895-83.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 27.84% | 709.28%-681.4pp | 515.27%-487.4pp | 145.39%-117.6pp |
| Employer contribution / active EE | $3,823 | $4,446-14.0% | $3,540+8.0% | $4,194-8.8% |
| Participant deferral / active EE | $4,881 | $4,621+5.6% | $3,968+23.0% | $6,396-23.7% |
| Admin fee / account holder | $433 | $6,690-93.5% | $5,929-92.7% | $12,562-96.6% |