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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 | $53,926 | $107,363-49.8% | $92,909-42.0% | $152,897-64.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.76% | 145.63%-125.9pp | 109.44%-89.7pp | 345.43%-325.7pp |
| Employer contribution / active EE | $2,303 | $4,222-45.4% | $3,653-37.0% | $4,764-51.6% |
| Participant deferral / active EE | $4,805 | $4,848-0.9% | $4,238+13.4% | $5,851-17.9% |
| Admin fee / account holder | $327 | $7,082-95.4% | $5,795-94.4% | $11,599-97.2% |