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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 | $59,428 | $103,038-42.3% | $90,324-34.2% | $152,909-61.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 17.87% | 95.25%-77.4pp | 78.15%-60.3pp | 345.46%-327.6pp |
| Employer contribution / active EE | $4,751 | $3,141+51.3% | $2,856+66.4% | $4,764-0.3% |
| Participant deferral / active EE | $5,143 | $4,282+20.1% | $3,885+32.4% | $5,851-12.1% |
| Admin fee / account holder | $955 | $6,177-84.5% | $5,356-82.2% | $11,601-91.8% |