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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 | $32,510 | $102,422-68.3% | $147,117-77.9% | $80,959-59.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 26.13% | 135.16%-109.0pp | 420.54%-394.4pp | 35.67%-9.5pp |
| Employer contribution / active EE | $6,714 | $3,717+80.6% | $4,932+36.1% | $2,757+143.5% |
| Participant deferral / active EE | $17,209 | $6,652+158.7% | $8,065+113.4% | $4,300+300.2% |
| Admin fee / account holder | $7,636 | $7,953-4.0% | $12,993-41.2% | $6,925+10.3% |