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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 | $10,763 | $103,038-89.6% | $90,324-88.1% | $152,909-93.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 32.74% | 95.25%-62.5pp | 78.15%-45.4pp | 345.46%-312.7pp |
| Employer contribution / active EE | $5,537 | $3,141+76.3% | $2,856+93.9% | $4,764+16.2% |
| Participant deferral / active EE | $13,328 | $4,282+211.3% | $3,885+243.0% | $5,851+127.8% |
| Admin fee / account holder | $334 | $6,177-94.6% | $5,356-93.8% | $11,601-97.1% |