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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 | $20,838 | $69,274-69.9% | $64,097-67.5% | $139,487-85.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 109.20% | 46.00%+63.2pp | 33.75%+75.5pp | 373.84%-264.6pp |
| Employer contribution / active EE | $2,647 | $3,187-16.9% | $2,750-3.7% | $4,755-44.3% |
| Participant deferral / active EE | $7,265 | $4,685+55.1% | $3,881+87.2% | $6,713+8.2% |
| Admin fee / account holder | $2,284 | $4,247-46.2% | $3,070-25.6% | $11,407-80.0% |