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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 | $108,942-77.4% | $100,415-75.4% | $145,897-83.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.76% | 58.27%-46.5pp | 49.47%-37.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $7,362 | $4,422+66.5% | $3,943+86.7% | $4,663+57.9% |
| Participant deferral / active EE | $7,513 | $8,461-11.2% | $8,091-7.2% | $6,689+12.3% |
| Admin fee / account holder | $604 | $9,702-93.8% | $7,906-92.4% | $13,390-95.5% |