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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 | $21,162 | $72,071-70.6% | $68,368-69.0% | $137,256-84.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 25.37% | 353.14%-327.8pp | 292.57%-267.2pp | 220.34%-195.0pp |
| Employer contribution / active EE | $8,093 | $2,788+190.3% | $2,649+205.5% | $4,156+94.7% |
| Participant deferral / active EE | $8,510 | $4,410+93.0% | $4,123+106.4% | $6,407+32.8% |
| Admin fee / account holder | $1,715 | $5,336-67.9% | $5,150-66.7% | $12,270-86.0% |