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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 | $72,743 | $107,363-32.2% | $92,909-21.7% | $152,897-52.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 34.37% | 145.63%-111.3pp | 109.44%-75.1pp | 345.43%-311.1pp |
| Employer contribution / active EE | $26,662 | $4,222+531.5% | $3,653+629.8% | $4,764+459.7% |
| Participant deferral / active EE | $4,611 | $4,848-4.9% | $4,238+8.8% | $5,851-21.2% |
| Admin fee / account holder | $693 | $7,082-90.2% | $5,795-88.0% | $11,599-94.0% |