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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 | $54,261 | $49,199+10.3% | $121,204-55.2% | $75,173-27.8% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 18.04% | 56.04%-38.0pp | 987.18%-969.1pp | 160.72%-142.7pp |
| Employer contribution / active EE | $1,695 | $1,547+9.6% | $4,170-59.3% | $2,671-36.5% |
| Participant deferral / active EE | $4,167 | $2,630+58.5% | $4,083+2.1% | $4,126+1.0% |
| Admin fee / account holder | $717 | $3,946-81.8% | $5,651-87.3% | $5,651-87.3% |