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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 | $55,324 | $73,518-24.7% | $63,003-12.2% | $147,585-62.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.44% | 175.46%-161.0pp | 87.59%-73.1pp | 578.56%-564.1pp |
| Employer contribution / active EE | $3,855 | $3,322+16.0% | $2,760+39.7% | $4,876-20.9% |
| Participant deferral / active EE | $1,542 | $4,183-63.1% | $3,329-53.7% | $5,439-71.6% |
| Admin fee / account holder | $1,811 | $5,952-69.6% | $3,600-49.7% | $10,885-83.4% |