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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 | $68,771 | $73,518-6.5% | $63,003+9.2% | $147,585-53.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.13% | 175.46%-161.3pp | 87.59%-73.5pp | 578.57%-564.4pp |
| Employer contribution / active EE | $4,335 | $3,322+30.5% | $2,760+57.1% | $4,876-11.1% |
| Participant deferral / active EE | $4,432 | $4,183+5.9% | $3,329+33.1% | $5,439-18.5% |
| Admin fee / account holder | $581 | $5,952-90.2% | $3,600-83.9% | $10,885-94.7% |