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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 | $56,787 | $106,005-46.4% | $92,239-38.4% | $147,585-61.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.48% | 50.05%-30.6pp | 176.29%-156.8pp | 578.58%-559.1pp |
| Employer contribution / active EE | $4,659 | $4,333+7.5% | $3,680+26.6% | $4,876-4.5% |
| Participant deferral / active EE | $6,556 | $4,478+46.4% | $3,897+68.2% | $5,439+20.5% |
| Admin fee / account holder | $7,722 | $6,333+21.9% | $5,194+48.7% | $10,886-29.1% |