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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 | $99,921-71.7% | $85,009-66.7% | $145,959-80.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.35% | 83.89%-70.5pp | 66.47%-53.1pp | 561.95%-548.6pp |
| Employer contribution / active EE | $13,545 | $3,233+319.0% | $2,728+396.5% | $4,661+190.6% |
| Participant deferral / active EE | $7,510 | $5,293+41.9% | $4,522+66.1% | $6,689+12.3% |
| Admin fee / account holder | $28,600 | $7,252+294.4% | $6,153+364.8% | $13,398+113.5% |