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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 | $34,149 | $102,422-66.7% | $147,117-76.8% | $80,959-57.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 44.21% | 135.16%-90.9pp | 420.54%-376.3pp | 35.67%+8.5pp |
| Employer contribution / active EE | $6,734 | $3,717+81.1% | $4,932+36.5% | $2,757+144.2% |
| Participant deferral / active EE | $8,377 | $6,652+25.9% | $8,065+3.9% | $4,300+94.8% |
| Admin fee / account holder | $345 | $7,953-95.7% | $12,993-97.3% | $6,925-95.0% |