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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 | $45,288 | $73,518-38.4% | $63,003-28.1% | $147,585-69.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.31% | 175.46%-162.2pp | 87.59%-74.3pp | 578.57%-565.3pp |
| Employer contribution / active EE | $3,230 | $3,322-2.8% | $2,760+17.0% | $4,876-33.8% |
| Participant deferral / active EE | $5,200 | $4,183+24.3% | $3,329+56.2% | $5,439-4.4% |
| Admin fee / account holder | $714 | $5,952-88.0% | $3,600-80.2% | $10,885-93.4% |