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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 | $53,357 | $100,139-46.7% | $85,187-37.4% | $145,884-63.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.57% | 84.15%-65.6pp | 66.67%-48.1pp | 551.85%-533.3pp |
| Employer contribution / active EE | $13,186 | $3,238+307.2% | $2,732+382.6% | $4,662+182.8% |
| Participant deferral / active EE | $13,186 | $5,296+149.0% | $4,525+191.4% | $6,690+97.1% |
| Admin fee / account holder | $386 | $7,262-94.7% | $6,162-93.7% | $13,392-97.1% |