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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 | $94,873 | $103,008-7.9% | $90,304+5.1% | $152,897-37.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.99% | 95.22%-76.2pp | 78.13%-59.1pp | 345.43%-326.4pp |
| Employer contribution / active EE | $5,993 | $3,139+90.9% | $2,855+109.9% | $4,764+25.8% |
| Participant deferral / active EE | $1,987 | $4,281-53.6% | $3,885-48.9% | $5,851-66.0% |
| Admin fee / account holder | $771 | $6,175-87.5% | $5,354-85.6% | $11,599-93.4% |