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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 | $35,747 | $107,368-66.7% | $92,915-61.5% | $152,909-76.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.68% | 145.64%-127.0pp | 109.45%-90.8pp | 345.46%-326.8pp |
| Employer contribution / active EE | $6,132 | $4,222+45.2% | $3,653+67.8% | $4,764+28.7% |
| Participant deferral / active EE | $5,761 | $4,848+18.8% | $4,238+35.9% | $5,851-1.5% |
| Admin fee / account holder | $404 | $7,082-94.3% | $5,796-93.0% | $11,601-96.5% |