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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 | $73,160 | $106,003-31.0% | $92,236-20.7% | $147,585-50.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.29% | 50.05%-32.8pp | 176.29%-159.0pp | 578.57%-561.3pp |
| Employer contribution / active EE | $8,731 | $4,333+101.5% | $3,679+137.3% | $4,876+79.0% |
| Participant deferral / active EE | $7,158 | $4,478+59.8% | $3,897+83.7% | $5,439+31.6% |
| Admin fee / account holder | $870 | $6,333-86.3% | $5,194-83.3% | $10,885-92.0% |