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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 | $54,390 | $125,184-56.6% | $105,607-48.5% | $145,884-62.7% |
| Participation rate | 90.9% | 77.6%+13.3pp | 75.3%+15.6pp | 80.3%+10.6pp |
| Annual return | 47.85% | 225.00%-177.2pp | 116.11%-68.3pp | 551.85%-504.0pp |
| Employer contribution / active EE | $2,500 | $3,720-32.8% | $3,167-21.1% | $4,662-46.4% |
| Participant deferral / active EE | $0 | $5,714-100.0% | $5,011-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,793 | $17,133-89.5% | $10,958-83.6% | $13,392-86.6% |