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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 | $56,576 | $105,200-46.2% | $159,474-64.5% | $85,847-34.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 31.37% | 45.08%-13.7pp | 263.68%-232.3pp | 318.61%-287.2pp |
| Employer contribution / active EE | $12,348 | $3,319+272.1% | $4,831+155.6% | $2,565+381.4% |
| Participant deferral / active EE | $8,098 | $5,946+36.2% | $7,353+10.1% | $3,952+104.9% |
| Admin fee / account holder | $2,414 | $6,934-65.2% | $10,802-77.6% | $6,261-61.4% |