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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 | $24,376 | $157,276-84.5% | $141,177-82.7% | $152,885-84.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 34.85% | 64.33%-29.5pp | 71.40%-36.6pp | 345.39%-310.5pp |
| Employer contribution / active EE | $6,329 | $5,262+20.3% | $4,736+33.6% | $4,763+32.9% |
| Participant deferral / active EE | $15,007 | $7,110+111.1% | $6,710+123.7% | $5,851+156.5% |
| Admin fee / account holder | $1,712 | $12,123-85.9% | $10,263-83.3% | $11,598-85.2% |