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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 | $38,500 | $103,000-62.6% | $90,300-57.4% | $152,885-74.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 33.53% | 95.19%-61.7pp | 78.11%-44.6pp | 345.39%-311.9pp |
| Employer contribution / active EE | $12,401 | $3,138+295.1% | $2,854+334.5% | $4,763+160.3% |
| Participant deferral / active EE | $8,116 | $4,281+89.6% | $3,884+108.9% | $5,851+38.7% |
| Admin fee / account holder | $1,651 | $6,173-73.3% | $5,353-69.2% | $11,598-85.8% |