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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 | $37,773 | $157,304-76.0% | $141,197-73.2% | $152,909-75.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 46.30% | 64.34%-18.0pp | 71.41%-25.1pp | 345.46%-299.2pp |
| Employer contribution / active EE | $14,151 | $5,263+168.9% | $4,736+198.8% | $4,764+197.1% |
| Participant deferral / active EE | $8,311 | $7,111+16.9% | $6,710+23.9% | $5,851+42.0% |
| Admin fee / account holder | $422 | $12,126-96.5% | $10,265-95.9% | $11,601-96.4% |