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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 | $58,235 | $84,708-31.3% | $75,714-23.1% | $167,536-65.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 10.61% | 199.62%-189.0pp | 104.62%-94.0pp | 478.82%-468.2pp |
| Employer contribution / active EE | $650 | $3,231-79.9% | $2,744-76.3% | $4,839-86.6% |
| Participant deferral / active EE | $5,354 | $4,577+17.0% | $3,820+40.1% | $6,342-15.6% |
| Admin fee / account holder | $5,944 | $5,358+10.9% | $3,619+64.2% | $12,315-51.7% |