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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 | $41,524 | $77,416-46.4% | $69,464-40.2% | $152,897-72.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 6.41% | 39.08%-32.7pp | 28.98%-22.6pp | 345.43%-339.0pp |
| Employer contribution / active EE | $3,950 | $3,315+19.2% | $2,779+42.1% | $4,764-17.1% |
| Participant deferral / active EE | $8,511 | $4,413+92.9% | $3,536+140.7% | $5,851+45.5% |
| Admin fee / account holder | $502 | $6,208-91.9% | $3,840-86.9% | $11,599-95.7% |