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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 | $60,633 | $96,643-37.3% | $86,617-30.0% | $139,456-56.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 21.62% | 106.57%-85.0pp | 591.91%-570.3pp | 373.45%-351.8pp |
| Employer contribution / active EE | $3,439 | $3,264+5.3% | $3,023+13.7% | $4,753-27.6% |
| Participant deferral / active EE | $982 | $4,835-79.7% | $4,437-77.9% | $6,711-85.4% |
| Admin fee / account holder | $1,252 | $6,406-80.5% | $5,613-77.7% | $11,407-89.0% |