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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 | $36,942 | $103,000-64.1% | $90,300-59.1% | $152,885-75.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 28.14% | 95.19%-67.1pp | 78.11%-50.0pp | 345.39%-317.2pp |
| Employer contribution / active EE | $6,827 | $3,138+117.5% | $2,854+139.2% | $4,763+43.3% |
| Participant deferral / active EE | $7,981 | $4,281+86.4% | $3,884+105.5% | $5,851+36.4% |
| Admin fee / account holder | $4,178 | $6,173-32.3% | $5,353-22.0% | $11,598-64.0% |