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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 | $30,284 | $108,897-72.2% | $100,378-69.8% | $145,877-79.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.22% | 58.17%-41.9pp | 49.41%-33.2pp | 551.28%-535.1pp |
| Employer contribution / active EE | $5,611 | $4,420+26.9% | $3,942+42.3% | $4,663+20.3% |
| Participant deferral / active EE | $10,865 | $8,455+28.5% | $8,087+34.3% | $6,691+62.4% |
| Admin fee / account holder | $1,747 | $9,690-82.0% | $7,899-77.9% | $13,402-87.0% |