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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 | $28,302 | $100,203-71.8% | $85,240-66.8% | $145,897-80.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.35% | 84.28%-70.9pp | 66.75%-53.4pp | 552.29%-538.9pp |
| Employer contribution / active EE | $13,545 | $3,242+317.8% | $2,735+395.2% | $4,663+190.5% |
| Participant deferral / active EE | $7,510 | $5,299+41.7% | $4,527+65.9% | $6,689+12.3% |
| Admin fee / account holder | $28,600 | $7,265+293.7% | $6,165+363.9% | $13,390+113.6% |