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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 | $56,292 | $106,008-46.9% | $92,240-39.0% | $147,586-61.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 22.43% | 50.05%-27.6pp | 176.29%-153.9pp | 578.59%-556.2pp |
| Employer contribution / active EE | $2,254 | $4,333-48.0% | $3,680-38.8% | $4,876-53.8% |
| Participant deferral / active EE | $2,424 | $4,478-45.9% | $3,897-37.8% | $5,439-55.4% |
| Admin fee / account holder | $7,228 | $6,333+14.1% | $5,194+39.2% | $10,886-33.6% |