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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 | $34,630 | $106,557-67.5% | $91,227-62.0% | $134,545-74.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 106.92% | 160.81%-53.9pp | 114.14%-7.2pp | 418.37%-311.4pp |
| Employer contribution / active EE | $1,384 | $3,332-58.5% | $2,851-51.5% | $4,742-70.8% |
| Participant deferral / active EE | $7,155 | $4,719+51.6% | $4,234+69.0% | $6,401+11.8% |
| Admin fee / account holder | $621 | $6,235-90.0% | $5,423-88.5% | $11,431-94.6% |