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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 | $40,796 | $103,008-60.4% | $90,304-54.8% | $152,897-73.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 17.83% | 95.22%-77.4pp | 78.13%-60.3pp | 345.43%-327.6pp |
| Employer contribution / active EE | $9,574 | $3,139+205.0% | $2,855+235.3% | $4,764+101.0% |
| Participant deferral / active EE | $5,034 | $4,281+17.6% | $3,885+29.6% | $5,851-14.0% |
| Admin fee / account holder | $7,103 | $6,175+15.0% | $5,354+32.7% | $11,599-38.8% |