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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 | $62,490 | $96,678-35.4% | $86,640-27.9% | $139,466-55.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.53% | 106.69%-88.2pp | 592.52%-574.0pp | 373.66%-355.1pp |
| Employer contribution / active EE | $1,234 | $3,265-62.2% | $3,024-59.2% | $4,754-74.1% |
| Participant deferral / active EE | $2,177 | $4,837-55.0% | $4,438-50.9% | $6,712-67.6% |
| Admin fee / account holder | $795 | $6,410-87.6% | $5,616-85.8% | $11,409-93.0% |