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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 | $108,911-76.6% | $100,392-74.6% | $145,884-82.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.52% | 58.23%-40.7pp | 49.45%-31.9pp | 551.85%-534.3pp |
| Employer contribution / active EE | $6,277 | $4,420+42.0% | $3,941+59.3% | $4,662+34.6% |
| Participant deferral / active EE | $11,748 | $8,459+38.9% | $8,090+45.2% | $6,690+75.6% |
| Admin fee / account holder | $3,895 | $9,698-59.8% | $7,904-50.7% | $13,392-70.9% |