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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 | $26,352 | $112,121-76.5% | $95,960-72.5% | $158,966-83.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 16.80% | 171.16%-154.4pp | 91.63%-74.8pp | 302.95%-286.1pp |
| Employer contribution / active EE | $6,719 | $3,199+110.0% | $2,541+164.4% | $4,762+41.1% |
| Participant deferral / active EE | $1,851 | $4,784-61.3% | $4,167-55.6% | $5,983-69.1% |
| Admin fee / account holder | $651 | $10,135-93.6% | $6,797-90.4% | $11,250-94.2% |