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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 | $70,610 | $106,003-33.4% | $92,236-23.4% | $147,585-52.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.01% | 50.05%-33.0pp | 176.29%-159.3pp | 578.57%-561.6pp |
| Employer contribution / active EE | $4,170 | $4,333-3.8% | $3,679+13.3% | $4,876-14.5% |
| Participant deferral / active EE | $4,325 | $4,478-3.4% | $3,897+11.0% | $5,439-20.5% |
| Admin fee / account holder | $799 | $6,333-87.4% | $5,194-84.6% | $10,885-92.7% |