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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 | $59,396 | $111,785-46.9% | $93,669-36.6% | $145,877-59.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.97% | 203.79%-190.8pp | 133.59%-120.6pp | 551.28%-538.3pp |
| Employer contribution / active EE | $5,499 | $3,096+77.6% | $2,424+126.9% | $4,663+17.9% |
| Participant deferral / active EE | $3,474 | $4,919-29.4% | $4,416-21.3% | $6,691-48.1% |
| Admin fee / account holder | $877 | $10,256-91.4% | $8,291-89.4% | $13,402-93.5% |