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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 | $38,659 | $110,039-64.9% | $97,260-60.3% | $145,884-73.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 22.47% | 244.44%-222.0pp | 75.54%-53.1pp | 551.85%-529.4pp |
| Employer contribution / active EE | $6,901 | $3,074+124.5% | $2,721+153.6% | $4,662+48.0% |
| Participant deferral / active EE | $12,737 | $4,674+172.5% | $4,262+198.9% | $6,690+90.4% |
| Admin fee / account holder | $409 | $6,204-93.4% | $5,640-92.7% | $13,392-96.9% |