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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 | $18,651 | $107,941-82.7% | $91,994-79.7% | $152,897-87.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 38.08% | 89.28%-51.2pp | 69.04%-31.0pp | 345.43%-307.4pp |
| Employer contribution / active EE | $5,025 | $4,212+19.3% | $3,453+45.5% | $4,764+5.5% |
| Participant deferral / active EE | $10,580 | $6,366+66.2% | $5,924+78.6% | $5,851+80.8% |
| Admin fee / account holder | $1,088 | $10,521-89.7% | $7,744-86.0% | $11,599-90.6% |