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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 | $25,453 | $108,912-76.6% | $100,383-74.6% | $145,959-82.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.52% | 57.96%-40.4pp | 49.26%-31.7pp | 561.95%-544.4pp |
| Employer contribution / active EE | $6,277 | $4,423+41.9% | $3,944+59.2% | $4,661+34.7% |
| Participant deferral / active EE | $11,748 | $8,451+39.0% | $8,086+45.3% | $6,689+75.6% |
| Admin fee / account holder | $3,895 | $9,690-59.8% | $7,900-50.7% | $13,398-70.9% |