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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 | $36,972 | $107,363-65.6% | $92,909-60.2% | $152,897-75.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.44% | 145.63%-124.2pp | 109.44%-88.0pp | 345.43%-324.0pp |
| Employer contribution / active EE | $14,270 | $4,222+238.0% | $3,653+290.6% | $4,764+199.6% |
| Participant deferral / active EE | $8,950 | $4,848+84.6% | $4,238+111.2% | $5,851+53.0% |
| Admin fee / account holder | $2,022 | $7,082-71.4% | $5,795-65.1% | $11,599-82.6% |