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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 | $73,546 | $138,076-46.7% | $123,553-40.5% | $135,380-45.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 5.43% | 153.70%-148.3pp | 119.21%-113.8pp | 519.81%-514.4pp |
| Employer contribution / active EE | $4,804 | $5,152-6.7% | $4,628+3.8% | $4,779+0.5% |
| Participant deferral / active EE | $12,716 | $6,800+87.0% | $6,426+97.9% | $5,609+126.7% |
| Admin fee / account holder | $988 | $10,917-91.0% | $9,284-89.4% | $10,828-90.9% |