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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 | $24,674 | $108,897-77.3% | $100,378-75.4% | $145,877-83.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.76% | 58.17%-46.4pp | 49.41%-37.7pp | 551.28%-539.5pp |
| Employer contribution / active EE | $7,362 | $4,420+66.6% | $3,942+86.7% | $4,663+57.9% |
| Participant deferral / active EE | $7,513 | $8,455-11.1% | $8,087-7.1% | $6,691+12.3% |
| Admin fee / account holder | $604 | $9,690-93.8% | $7,899-92.4% | $13,402-95.5% |