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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 | $90,673 | $84,708+7.0% | $75,714+19.8% | $167,536-45.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 16.60% | 199.62%-183.0pp | 104.62%-88.0pp | 478.82%-462.2pp |
| Employer contribution / active EE | $2,778 | $3,231-14.0% | $2,744+1.3% | $4,839-42.6% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,342-100.0% |
| Admin fee / account holder | $429 | $5,358-92.0% | $3,619-88.1% | $12,315-96.5% |