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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 | $77,686 | $100,139-22.4% | $85,187-8.8% | $145,884-46.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.28% | 84.15%-73.9pp | 66.67%-56.4pp | 551.85%-541.6pp |
| Employer contribution / active EE | $5,200 | $3,238+60.6% | $2,732+90.3% | $4,662+11.5% |
| Participant deferral / active EE | $5,200 | $5,296-1.8% | $4,525+14.9% | $6,690-22.3% |
| Admin fee / account holder | $313 | $7,262-95.7% | $6,162-94.9% | $13,392-97.7% |