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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 | $50,197 | $84,696-40.7% | $75,702-33.7% | $167,497-70.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 32.67% | 199.42%-166.8pp | 104.56%-71.9pp | 478.62%-445.9pp |
| Employer contribution / active EE | $2,451 | $3,230-24.1% | $2,743-10.7% | $4,838-49.3% |
| Participant deferral / active EE | $4,968 | $4,580+8.5% | $3,822+30.0% | $6,341-21.7% |
| Admin fee / account holder | $625 | $5,356-88.3% | $3,619-82.7% | $12,310-94.9% |