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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 | $25,985 | $106,247-75.5% | $96,515-73.1% | $139,466-81.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 79.55% | 38.47%+41.1pp | 35.73%+43.8pp | 373.66%-294.1pp |
| Employer contribution / active EE | $1,324 | $4,106-67.8% | $3,740-64.6% | $4,754-72.2% |
| Participant deferral / active EE | $22,835 | $5,456+318.6% | $4,880+368.0% | $6,712+240.2% |
| Admin fee / account holder | $415 | $7,885-94.7% | $6,735-93.8% | $11,409-96.4% |