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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 | $35,471 | $105,210-66.3% | $159,487-77.8% | $85,851-58.7% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.8%+14.5pp | 69.3%+28.0pp |
| Annual return | 24.46% | 45.08%-20.6pp | 263.71%-239.2pp | 318.63%-294.2pp |
| Employer contribution / active EE | $14,699 | $3,319+342.9% | $4,831+204.3% | $2,565+473.0% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $462 | $6,934-93.3% | $10,804-95.7% | $6,261-92.6% |