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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 | $31,460 | $102,429-69.3% | $147,096-78.6% | $80,925-61.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 20.96% | 135.02%-114.1pp | 419.75%-398.8pp | 35.65%-14.7pp |
| Employer contribution / active EE | $5,514 | $3,716+48.4% | $4,936+11.7% | $2,756+100.1% |
| Participant deferral / active EE | $14,340 | $6,649+115.7% | $8,071+77.7% | $4,299+233.6% |
| Admin fee / account holder | $632 | $7,957-92.1% | $13,005-95.1% | $6,940-90.9% |