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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 | $128,858 | $171,492-24.9% | $150,734-14.5% | $198,609-35.1% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 18.49% | 804.70%-786.2pp | 600.81%-582.3pp | 202.70%-184.2pp |
| Employer contribution / active EE | $1,449 | $5,470-73.5% | $4,918-70.5% | $5,055-71.3% |
| Participant deferral / active EE | $5,297 | $6,259-15.4% | $5,610-5.6% | $6,977-24.1% |
| Admin fee / account holder | $1,863 | $17,628-89.4% | $14,905-87.5% | $19,030-90.2% |