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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 | $31,996 | $105,160-69.6% | $94,679-66.2% | $139,456-77.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 28.31% | 38.04%-9.7pp | 156.75%-128.4pp | 373.45%-345.1pp |
| Employer contribution / active EE | $5,671 | $4,107+38.1% | $3,673+54.4% | $4,753+19.3% |
| Participant deferral / active EE | $11,211 | $7,599+47.5% | $7,417+51.1% | $6,711+67.0% |
| Admin fee / account holder | $329 | $8,988-96.3% | $7,233-95.5% | $11,407-97.1% |