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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 | $35,695 | $103,008-65.3% | $90,304-60.5% | $152,897-76.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.96% | 95.22%-74.3pp | 78.13%-57.2pp | 345.43%-324.5pp |
| Employer contribution / active EE | $7,998 | $3,139+154.7% | $2,855+180.1% | $4,764+67.9% |
| Participant deferral / active EE | $5,381 | $4,281+25.7% | $3,885+38.5% | $5,851-8.0% |
| Admin fee / account holder | $438 | $6,175-92.9% | $5,354-91.8% | $11,599-96.2% |