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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 | $48,891 | $63,346-22.8% | $92,240-47.0% | $70,126-30.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 20.17% | 530.19%-510.0pp | 176.29%-156.1pp | 73.15%-53.0pp |
| Employer contribution / active EE | $9,489 | $2,471+284.0% | $3,680+157.9% | $2,343+305.1% |
| Participant deferral / active EE | $7,071 | $2,854+147.8% | $3,897+81.4% | $3,332+112.2% |
| Admin fee / account holder | $540 | $3,841-85.9% | $5,194-89.6% | $4,645-88.4% |