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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 | $41,286 | $93,598-55.9% | $135,974-69.6% | $75,173-45.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 67.35% | 30.89%+36.5pp | 68.30%-1.0pp | 160.72%-93.4pp |
| Employer contribution / active EE | $6,776 | $3,538+91.5% | $4,859+39.5% | $2,671+153.7% |
| Participant deferral / active EE | $15,841 | $6,405+147.3% | $7,760+104.1% | $4,126+283.9% |
| Admin fee / account holder | $2,695 | $6,978-61.4% | $10,767-75.0% | $5,651-52.3% |