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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 | $33,236 | $104,924-68.3% | $84,623-60.7% | $152,885-78.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 31.11% | 373.82%-342.7pp | 258.77%-227.7pp | 345.39%-314.3pp |
| Employer contribution / active EE | $4,905 | $3,302+48.5% | $2,652+84.9% | $4,763+3.0% |
| Participant deferral / active EE | $12,041 | $4,689+156.8% | $3,899+208.8% | $5,851+105.8% |
| Admin fee / account holder | $994 | $6,242-84.1% | $4,913-79.8% | $11,598-91.4% |