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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 | $46,727 | $102,393-54.4% | $147,041-68.2% | $80,911-42.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.57% | 134.95%-119.4pp | 419.21%-403.6pp | 35.63%-20.1pp |
| Employer contribution / active EE | $3,647 | $3,715-1.8% | $4,935-26.1% | $2,756+32.4% |
| Participant deferral / active EE | $8,069 | $6,647+21.4% | $8,0710% | $4,297+87.8% |
| Admin fee / account holder | $577 | $7,943-92.7% | $13,006-95.6% | $6,935-91.7% |