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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 | $77,917 | $100,203-22.2% | $85,240-8.6% | $145,897-46.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.61% | 84.28%-72.7pp | 66.75%-55.1pp | 552.29%-540.7pp |
| Employer contribution / active EE | $4,895 | $3,242+51.0% | $2,735+79.0% | $4,663+5.0% |
| Participant deferral / active EE | $16,258 | $5,299+206.8% | $4,527+259.1% | $6,689+143.1% |
| Admin fee / account holder | $519 | $7,265-92.9% | $6,165-91.6% | $13,390-96.1% |