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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 | $43,919 | $115,814-62.1% | $101,275-56.6% | $158,982-72.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.44% | 56.16%-33.7pp | 46.48%-24.0pp | 302.99%-280.6pp |
| Employer contribution / active EE | $10,326 | $4,176+147.3% | $3,660+182.1% | $4,763+116.8% |
| Participant deferral / active EE | $8,462 | $4,958+70.7% | $4,371+93.6% | $5,983+41.4% |
| Admin fee / account holder | $566 | $7,249-92.2% | $5,948-90.5% | $11,252-95.0% |