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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 | $50,980 | $115,796-56.0% | $101,264-49.7% | $158,950-67.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.24% | 56.15%-36.9pp | 46.48%-27.2pp | 302.91%-283.7pp |
| Employer contribution / active EE | $13,854 | $4,175+231.8% | $3,660+278.5% | $4,762+190.9% |
| Participant deferral / active EE | $11,627 | $4,958+134.5% | $4,370+166.0% | $5,983+94.3% |
| Admin fee / account holder | $334 | $7,247-95.4% | $5,947-94.4% | $11,248-97.0% |