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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 | $48,968 | $234,190-79.1% | $180,320-72.8% | $198,609-75.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 24.28% | 1057.44%-1033.2pp | 778.54%-754.3pp | 202.70%-178.4pp |
| Employer contribution / active EE | $3,804 | $5,258-27.7% | $4,108-7.4% | $5,055-24.8% |
| Participant deferral / active EE | $7,154 | $4,988+43.4% | $4,304+66.2% | $6,977+2.5% |
| Admin fee / account holder | $872 | $12,558-93.1% | $10,000-91.3% | $19,030-95.4% |