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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 | $56,731 | $100,073-43.3% | $85,126-33.4% | $145,877-61.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 31.59% | 84.11%-52.5pp | 66.63%-35.0pp | 551.28%-519.7pp |
| Employer contribution / active EE | $22,093 | $3,236+582.6% | $2,731+708.9% | $4,663+373.8% |
| Participant deferral / active EE | $9,270 | $5,294+75.1% | $4,523+104.9% | $6,691+38.6% |
| Admin fee / account holder | $1,374 | $7,261-81.1% | $6,160-77.7% | $13,402-89.7% |