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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 | $38,370 | $152,619-74.9% | $125,195-69.4% | $152,909-74.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 29.97% | 54.85%-24.9pp | 43.79%-13.8pp | 345.46%-315.5pp |
| Employer contribution / active EE | $14,136 | $4,947+185.7% | $3,866+265.6% | $4,764+196.7% |
| Participant deferral / active EE | $5,504 | $5,869-6.2% | $4,937+11.5% | $5,851-5.9% |
| Admin fee / account holder | $1,428 | $13,437-89.4% | $9,704-85.3% | $11,601-87.7% |