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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 | $35,668 | $103,008-65.4% | $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 | 21.88% | 95.22%-73.3pp | 78.13%-56.3pp | 345.43%-323.6pp |
| Employer contribution / active EE | $7,116 | $3,139+126.7% | $2,855+149.3% | $4,764+49.4% |
| Participant deferral / active EE | $6,369 | $4,281+48.8% | $3,885+63.9% | $5,851+8.8% |
| Admin fee / account holder | $779 | $6,175-87.4% | $5,354-85.5% | $11,599-93.3% |