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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 | $38,007 | $102,385-62.9% | $147,080-74.2% | $80,935-53.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 63.14% | 135.09%-72.0pp | 420.17%-357.0pp | 35.66%+27.5pp |
| Employer contribution / active EE | $5,498 | $3,717+47.9% | $4,933+11.5% | $2,757+99.5% |
| Participant deferral / active EE | $11,414 | $6,651+71.6% | $8,066+41.5% | $4,299+165.5% |
| Admin fee / account holder | $3,773 | $7,951-52.6% | $12,989-71.0% | $6,924-45.5% |