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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 | $24,838 | $73,546-66.2% | $63,018-60.6% | $147,586-83.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 10.75% | 175.56%-164.8pp | 87.62%-76.9pp | 578.59%-567.8pp |
| Employer contribution / active EE | $3,212 | $3,324-3.4% | $2,761+16.3% | $4,876-34.1% |
| Participant deferral / active EE | $1,763 | $4,185-57.9% | $3,330-47.1% | $5,439-67.6% |
| Admin fee / account holder | $3,892 | $5,956-34.7% | $3,601+8.1% | $10,886-64.2% |