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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 | $102,422-66.4% | $147,117-76.6% | $80,959-57.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 25.09% | 135.16%-110.1pp | 420.54%-395.5pp | 35.67%-10.6pp |
| Employer contribution / active EE | $5,448 | $3,717+46.6% | $4,932+10.5% | $2,757+97.6% |
| Participant deferral / active EE | $10,907 | $6,652+64.0% | $8,065+35.2% | $4,300+153.6% |
| Admin fee / account holder | $998 | $7,953-87.5% | $12,993-92.3% | $6,925-85.6% |