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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 | $99,995-43.3% | $85,063-33.3% | $145,978-61.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 31.59% | 83.99%-52.4pp | 66.54%-34.9pp | 550.52%-518.9pp |
| Employer contribution / active EE | $22,093 | $3,231+583.7% | $2,727+710.1% | $4,662+373.9% |
| Participant deferral / active EE | $9,270 | $5,295+75.1% | $4,523+105.0% | $6,690+38.6% |
| Admin fee / account holder | $1,374 | $7,255-81.1% | $6,155-77.7% | $13,400-89.7% |