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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 | $58,894 | $112,121-47.5% | $95,960-38.6% | $158,966-63.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 16.00% | 171.16%-155.2pp | 91.63%-75.6pp | 302.95%-287.0pp |
| Employer contribution / active EE | $4,259 | $3,199+33.1% | $2,541+67.6% | $4,762-10.6% |
| Participant deferral / active EE | $9,038 | $4,784+88.9% | $4,167+116.9% | $5,983+51.1% |
| Admin fee / account holder | $2,391 | $10,135-76.4% | $6,797-64.8% | $11,250-78.8% |