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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 | $25,321 | $166,242-84.8% | $165,071-84.7% | $145,884-82.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.18% | 100.44%-91.3pp | 70.17%-61.0pp | 551.85%-542.7pp |
| Employer contribution / active EE | $8,468 | $5,283+60.3% | $4,347+94.8% | $4,662+81.6% |
| Participant deferral / active EE | $20,642 | $6,964+196.4% | $6,035+242.0% | $6,690+208.6% |
| Admin fee / account holder | $80,094 | $16,658+380.8% | $12,695+530.9% | $13,392+498.1% |