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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 | $63,373 | $176,402-64.1% | $134,162-52.8% | $158,966-60.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 41.12% | 63.66%-22.5pp | 36.35%+4.8pp | 302.95%-261.8pp |
| Employer contribution / active EE | $9,420 | $5,042+86.8% | $3,705+154.3% | $4,762+97.8% |
| Participant deferral / active EE | $21,456 | $4,093+424.2% | $3,500+513.1% | $5,983+258.6% |
| Admin fee / account holder | $442 | $8,719-94.9% | $6,685-93.4% | $11,250-96.1% |