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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 | $28,498 | $103,038-72.3% | $90,324-68.4% | $152,909-81.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 52.04% | 95.25%-43.2pp | 78.15%-26.1pp | 345.46%-293.4pp |
| Employer contribution / active EE | $4,535 | $3,141+44.4% | $2,856+58.8% | $4,764-4.8% |
| Participant deferral / active EE | $6,768 | $4,282+58.1% | $3,885+74.2% | $5,851+15.7% |
| Admin fee / account holder | $343 | $6,177-94.5% | $5,356-93.6% | $11,601-97.0% |