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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 | $58,396 | $96,643-39.6% | $86,617-32.6% | $139,456-58.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.51% | 106.57%-89.1pp | 591.91%-574.4pp | 373.45%-355.9pp |
| Employer contribution / active EE | $5,485 | $3,264+68.0% | $3,023+81.4% | $4,753+15.4% |
| Participant deferral / active EE | $1,098 | $4,835-77.3% | $4,437-75.2% | $6,711-83.6% |
| Admin fee / account holder | $381 | $6,406-94.1% | $5,613-93.2% | $11,407-96.7% |