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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 | $64,323 | $84,708-24.1% | $75,714-15.0% | $167,536-61.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 27.77% | 199.62%-171.8pp | 104.62%-76.8pp | 478.82%-451.0pp |
| Employer contribution / active EE | $3,307 | $3,231+2.4% | $2,744+20.5% | $4,839-31.7% |
| Participant deferral / active EE | $3,872 | $4,577-15.4% | $3,820+1.3% | $6,342-39.0% |
| Admin fee / account holder | $1,290 | $5,358-75.9% | $3,619-64.3% | $12,315-89.5% |