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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 | $98,981 | $103,008-3.9% | $90,304+9.6% | $152,897-35.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 19.47% | 95.22%-75.8pp | 78.13%-58.7pp | 345.43%-326.0pp |
| Employer contribution / active EE | $7,950 | $3,139+153.2% | $2,855+178.5% | $4,764+66.9% |
| Participant deferral / active EE | $867 | $4,281-79.8% | $3,885-77.7% | $5,851-85.2% |
| Admin fee / account holder | $506 | $6,175-91.8% | $5,354-90.6% | $11,599-95.6% |