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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 | $23,448 | $112,935-79.2% | $90,970-74.2% | $158,966-85.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 24.14% | 215.79%-191.6pp | 134.58%-110.4pp | 302.95%-278.8pp |
| Employer contribution / active EE | $3,528 | $2,895+21.9% | $2,122+66.2% | $4,762-25.9% |
| Participant deferral / active EE | $6,499 | $4,129+57.4% | $3,373+92.7% | $5,983+8.6% |
| Admin fee / account holder | $336 | $8,045-95.8% | $5,960-94.4% | $11,250-97.0% |