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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 | $21,466 | $118,488-81.9% | $98,462-78.2% | $139,487-84.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 112.22% | 18.96%+93.3pp | 21.17%+91.0pp | 373.84%-261.6pp |
| Employer contribution / active EE | $3,078 | $3,611-14.8% | $3,049+1.0% | $4,755-35.3% |
| Participant deferral / active EE | $15,782 | $5,393+192.6% | $4,738+233.1% | $6,713+135.1% |
| Admin fee / account holder | $351 | $13,868-97.5% | $8,875-96.0% | $11,407-96.9% |