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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 | $71,027 | $106,008-33.0% | $92,240-23.0% | $147,586-51.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.20% | 50.05%-39.9pp | 176.29%-166.1pp | 578.59%-568.4pp |
| Employer contribution / active EE | $28,386 | $4,333+555.0% | $3,680+671.4% | $4,876+482.1% |
| Participant deferral / active EE | $12,013 | $4,478+168.2% | $3,897+208.3% | $5,439+120.9% |
| Admin fee / account holder | $1,036 | $6,333-83.6% | $5,194-80.0% | $10,886-90.5% |