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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 | $26,121 | $110,337-76.3% | $102,383-74.5% | $145,877-82.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 123.79% | 24.83%+99.0pp | 24.94%+98.9pp | 551.28%-427.5pp |
| Employer contribution / active EE | $2,444 | $4,216-42.0% | $3,870-36.8% | $4,663-47.6% |
| Participant deferral / active EE | $5,111 | $5,621-9.1% | $5,060+1.0% | $6,691-23.6% |
| Admin fee / account holder | $722 | $9,750-92.6% | $8,391-91.4% | $13,402-94.6% |