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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 | $73,608 | $106,005-30.6% | $92,239-20.2% | $147,585-50.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.41% | 50.05%-32.6pp | 176.29%-158.9pp | 578.58%-561.2pp |
| Employer contribution / active EE | $1,168 | $4,333-73.1% | $3,680-68.3% | $4,876-76.1% |
| Participant deferral / active EE | $1,596 | $4,478-64.4% | $3,897-59.0% | $5,439-70.7% |
| Admin fee / account holder | $390 | $6,333-93.8% | $5,194-92.5% | $10,886-96.4% |