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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 | $82,466 | $53,063+55.4% | $124,206-33.6% | $82,637-0.2% |
| Participation rate | 100.0% | 58.4%+41.6pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 16.76% | 68.87%-52.1pp | 515.27%-498.5pp | 53.51%-36.7pp |
| Employer contribution / active EE | $1,318 | $1,530-13.9% | $3,540-62.8% | $2,552-48.4% |
| Participant deferral / active EE | $3,613 | $2,644+36.6% | $3,968-8.9% | $4,126-12.4% |
| Admin fee / account holder | $456 | $4,281-89.3% | $5,929-92.3% | $7,339-93.8% |