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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 | $31,758 | $108,942-70.8% | $100,415-68.4% | $145,897-78.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 33.26% | 58.27%-25.0pp | 49.47%-16.2pp | 552.29%-519.0pp |
| Employer contribution / active EE | $6,028 | $4,422+36.3% | $3,943+52.9% | $4,663+29.3% |
| Participant deferral / active EE | $12,947 | $8,461+53.0% | $8,091+60.0% | $6,689+93.5% |
| Admin fee / account holder | $2,193 | $9,702-77.4% | $7,906-72.3% | $13,390-83.6% |