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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 | $37,656 | $103,000-63.4% | $90,300-58.3% | $152,885-75.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 16.96% | 95.19%-78.2pp | 78.11%-61.2pp | 345.39%-328.4pp |
| Employer contribution / active EE | $6,100 | $3,138+94.4% | $2,854+113.7% | $4,763+28.1% |
| Participant deferral / active EE | $3,343 | $4,281-21.9% | $3,884-13.9% | $5,851-42.9% |
| Admin fee / account holder | $406 | $6,173-93.4% | $5,353-92.4% | $11,598-96.5% |