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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 | $54,522 | $102,595-46.9% | $94,057-42.0% | $154,746-64.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 21.77% | 583.42%-561.6pp | 480.62%-458.8pp | 172.34%-150.6pp |
| Employer contribution / active EE | $1,617 | $3,147-48.6% | $2,933-44.9% | $4,379-63.1% |
| Participant deferral / active EE | $6,383 | $5,118+24.7% | $4,709+35.5% | $6,730-5.2% |
| Admin fee / account holder | $481 | $7,736-93.8% | $7,244-93.4% | $14,365-96.7% |