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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 | $39,754 | $118,869-66.6% | $96,575-58.8% | $167,518-76.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 25.67% | 50.49%-24.8pp | 37.79%-12.1pp | 478.71%-453.0pp |
| Employer contribution / active EE | $9,064 | $3,120+190.5% | $2,357+284.6% | $4,838+87.3% |
| Participant deferral / active EE | $8,795 | $4,616+90.5% | $3,849+128.5% | $6,342+38.7% |
| Admin fee / account holder | $1,406 | $8,067-82.6% | $6,182-77.3% | $12,312-88.6% |