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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 | $37,828 | $102,422-63.1% | $147,117-74.3% | $80,959-53.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 20.19% | 135.16%-115.0pp | 420.54%-400.4pp | 35.67%-15.5pp |
| Employer contribution / active EE | $5,188 | $3,717+39.6% | $4,932+5.2% | $2,757+88.2% |
| Participant deferral / active EE | $11,791 | $6,652+77.3% | $8,065+46.2% | $4,300+174.2% |
| Admin fee / account holder | $1,826 | $7,953-77.0% | $12,993-85.9% | $6,925-73.6% |