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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 | $39,131 | $115,814-66.2% | $101,275-61.4% | $158,982-75.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.16% | 56.16%-35.0pp | 46.48%-25.3pp | 302.99%-281.8pp |
| Employer contribution / active EE | $6,328 | $4,176+51.5% | $3,660+72.9% | $4,763+32.9% |
| Participant deferral / active EE | $7,449 | $4,958+50.2% | $4,371+70.4% | $5,983+24.5% |
| Admin fee / account holder | $1,819 | $7,249-74.9% | $5,948-69.4% | $11,252-83.8% |