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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 | $64,277 | $102,385-37.2% | $147,080-56.3% | $80,935-20.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 67.68% | 135.09%-67.4pp | 420.17%-352.5pp | 35.66%+32.0pp |
| Employer contribution / active EE | $4,395 | $3,717+18.3% | $4,933-10.9% | $2,757+59.4% |
| Participant deferral / active EE | $10,165 | $6,651+52.8% | $8,066+26.0% | $4,299+136.4% |
| Admin fee / account holder | $1,839 | $7,951-76.9% | $12,989-85.8% | $6,924-73.4% |