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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 | $26,590 | $109,967-75.8% | $97,197-72.6% | $145,877-81.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 23.34% | 244.27%-220.9pp | 75.47%-52.1pp | 551.28%-527.9pp |
| Employer contribution / active EE | $5,403 | $3,077+75.6% | $2,723+98.5% | $4,663+15.9% |
| Participant deferral / active EE | $11,271 | $4,676+141.0% | $4,263+164.4% | $6,691+68.5% |
| Admin fee / account holder | $644 | $6,199-89.6% | $5,637-88.6% | $13,402-95.2% |