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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 | $59,728 | $152,619-60.9% | $125,195-52.3% | $152,909-60.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 18.49% | 54.85%-36.4pp | 43.79%-25.3pp | 345.46%-327.0pp |
| Employer contribution / active EE | $20,422 | $4,947+312.8% | $3,866+428.2% | $4,764+328.7% |
| Participant deferral / active EE | $14,050 | $5,869+139.4% | $4,937+184.6% | $5,851+140.1% |
| Admin fee / account holder | $614 | $13,437-95.4% | $9,704-93.7% | $11,601-94.7% |