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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 | $25,842 | $105,200-75.4% | $159,474-83.8% | $85,847-69.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 40.25% | 45.08%-4.8pp | 263.68%-223.4pp | 318.61%-278.4pp |
| Employer contribution / active EE | $7,193 | $3,319+116.7% | $4,831+48.9% | $2,565+180.4% |
| Participant deferral / active EE | $3,924 | $5,946-34.0% | $7,353-46.6% | $3,952-0.7% |
| Admin fee / account holder | $1,713 | $6,934-75.3% | $10,802-84.1% | $6,261-72.6% |