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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 | $36,668 | $107,363-65.8% | $92,909-60.5% | $152,897-76.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.85% | 145.63%-125.8pp | 109.44%-89.6pp | 345.43%-325.6pp |
| Employer contribution / active EE | $3,803 | $4,222-9.9% | $3,653+4.1% | $4,764-20.2% |
| Participant deferral / active EE | $15,797 | $4,848+225.9% | $4,238+272.7% | $5,851+170.0% |
| Admin fee / account holder | $11,221 | $7,082+58.5% | $5,795+93.6% | $11,599-3.3% |