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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 | $21,712 | $148,623-85.4% | $135,974-84.0% | $139,466-84.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 41.72% | 79.30%-37.6pp | 68.30%-26.6pp | 373.66%-331.9pp |
| Employer contribution / active EE | $9,178 | $5,246+74.9% | $4,859+88.9% | $4,754+93.1% |
| Participant deferral / active EE | $17,597 | $8,103+117.2% | $7,760+126.8% | $6,712+162.2% |
| Admin fee / account holder | $3,822 | $12,406-69.2% | $10,767-64.5% | $11,409-66.5% |