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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 | $27,234 | $103,008-73.6% | $90,304-69.8% | $152,897-82.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.35% | 95.22%-76.9pp | 78.13%-59.8pp | 345.43%-327.1pp |
| Employer contribution / active EE | $5,798 | $3,139+84.7% | $2,855+103.1% | $4,764+21.7% |
| Participant deferral / active EE | $5,201 | $4,281+21.5% | $3,885+33.9% | $5,851-11.1% |
| Admin fee / account holder | $618 | $6,175-90.0% | $5,354-88.5% | $11,599-94.7% |