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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 | $52,512 | $112,131-53.2% | $95,964-45.3% | $158,982-67.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.39% | 171.19%-153.8pp | 91.64%-74.3pp | 302.99%-285.6pp |
| Employer contribution / active EE | $14,520 | $3,199+353.9% | $2,541+471.3% | $4,763+204.9% |
| Participant deferral / active EE | $8,667 | $4,784+81.2% | $4,167+108.0% | $5,983+44.8% |
| Admin fee / account holder | $434 | $10,136-95.7% | $6,797-93.6% | $11,252-96.1% |