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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 | $41,587 | $85,060-51.1% | $70,548-41.1% | $139,456-70.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 45.30% | 30.38%+14.9pp | 32.78%+12.5pp | 373.45%-328.1pp |
| Employer contribution / active EE | $12,888 | $3,911+229.5% | $2,975+333.2% | $4,753+171.2% |
| Participant deferral / active EE | $15,521 | $5,890+163.5% | $4,567+239.8% | $6,711+131.3% |
| Admin fee / account holder | $704 | $8,925-92.1% | $6,424-89.0% | $11,407-93.8% |