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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 | $96,678-39.6% | $86,640-32.6% | $139,466-58.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.51% | 106.69%-89.2pp | 592.52%-575.0pp | 373.66%-356.2pp |
| Employer contribution / active EE | $5,485 | $3,265+68.0% | $3,024+81.4% | $4,754+15.4% |
| Participant deferral / active EE | $1,098 | $4,837-77.3% | $4,438-75.3% | $6,712-83.6% |
| Admin fee / account holder | $381 | $6,410-94.1% | $5,616-93.2% | $11,409-96.7% |