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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 | $107,647 | $81,696+31.8% | $70,494+52.7% | $158,982-32.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 10.58% | 208.70%-198.1pp | 109.16%-98.6pp | 302.99%-292.4pp |
| Employer contribution / active EE | $1,657 | $3,220-48.6% | $2,738-39.5% | $4,763-65.2% |
| Participant deferral / active EE | $1,657 | $4,558-63.7% | $3,711-55.4% | $5,983-72.3% |
| Admin fee / account holder | $460 | $6,200-92.6% | $3,848-88.1% | $11,252-95.9% |