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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 | $35,598 | $102,638-65.3% | $81,982-56.6% | $158,982-77.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 16.13% | 61.05%-44.9pp | 41.31%-25.2pp | 302.99%-286.9pp |
| Employer contribution / active EE | $8,999 | $3,241+177.7% | $2,498+260.2% | $4,763+88.9% |
| Participant deferral / active EE | $11,697 | $4,649+151.6% | $3,722+214.2% | $5,983+95.5% |
| Admin fee / account holder | $24,503 | $8,237+197.5% | $5,665+332.5% | $11,252+117.8% |