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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 | $49,938 | $58,241-14.3% | $81,780-38.9% | $80,911-38.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 18.80% | 41.73%-22.9pp | 776.27%-757.5pp | 35.63%-16.8pp |
| Employer contribution / active EE | $6,536 | $2,343+178.9% | $2,914+124.3% | $2,756+137.2% |
| Participant deferral / active EE | $9,390 | $3,283+186.1% | $4,321+117.3% | $4,297+118.5% |
| Admin fee / account holder | $392 | $4,973-92.1% | $7,384-94.7% | $6,935-94.3% |