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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 | $34,411 | $102,382-66.4% | $147,005-76.6% | $80,874-57.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 25.09% | 134.89%-109.8pp | 418.76%-393.7pp | 35.62%-10.5pp |
| Employer contribution / active EE | $5,448 | $3,715+46.7% | $4,934+10.4% | $2,756+97.7% |
| Participant deferral / active EE | $10,907 | $6,646+64.1% | $8,070+35.2% | $4,297+153.8% |
| Admin fee / account holder | $998 | $7,942-87.4% | $13,006-92.3% | $6,935-85.6% |