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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 | $37,558 | $157,296-76.1% | $141,191-73.4% | $152,897-75.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 36.32% | 64.34%-28.0pp | 71.41%-35.1pp | 345.43%-309.1pp |
| Employer contribution / active EE | $16,667 | $5,262+216.7% | $4,736+251.9% | $4,764+249.9% |
| Participant deferral / active EE | $8,877 | $7,111+24.8% | $6,710+32.3% | $5,851+51.7% |
| Admin fee / account holder | $2,780 | $12,125-77.1% | $10,264-72.9% | $11,599-76.0% |