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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 | $30,576 | $102,393-70.1% | $147,041-79.2% | $80,911-62.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 25.34% | 134.95%-109.6pp | 419.21%-393.9pp | 35.63%-10.3pp |
| Employer contribution / active EE | $4,522 | $3,715+21.7% | $4,935-8.4% | $2,756+64.1% |
| Participant deferral / active EE | $7,777 | $6,647+17.0% | $8,071-3.6% | $4,297+81.0% |
| Admin fee / account holder | $2,967 | $7,943-62.7% | $13,006-77.2% | $6,935-57.2% |