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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 | $32,543 | $157,276-79.3% | $141,177-76.9% | $152,885-78.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 43.12% | 64.33%-21.2pp | 71.40%-28.3pp | 345.39%-302.3pp |
| Employer contribution / active EE | $10,051 | $5,262+91.0% | $4,736+112.2% | $4,763+111.0% |
| Participant deferral / active EE | $8,027 | $7,110+12.9% | $6,710+19.6% | $5,851+37.2% |
| Admin fee / account holder | $715 | $12,123-94.1% | $10,263-93.0% | $11,598-93.8% |