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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 | $102,429-66.4% | $147,096-76.6% | $80,925-57.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 25.09% | 135.02%-109.9pp | 419.75%-394.7pp | 35.65%-10.6pp |
| Employer contribution / active EE | $5,448 | $3,716+46.6% | $4,936+10.4% | $2,756+97.7% |
| Participant deferral / active EE | $10,907 | $6,649+64.0% | $8,071+35.1% | $4,299+153.7% |
| Admin fee / account holder | $998 | $7,957-87.5% | $13,005-92.3% | $6,940-85.6% |