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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 | $54,443 | $117,829-53.8% | $102,423-46.8% | $145,877-62.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 99.73% | 31.83%+67.9pp | 29.42%+70.3pp | 551.28%-451.6pp |
| Employer contribution / active EE | $3,068 | $3,615-15.1% | $3,023+1.5% | $4,663-34.2% |
| Participant deferral / active EE | $8,618 | $5,732+50.3% | $5,054+70.5% | $6,691+28.8% |
| Admin fee / account holder | $516 | $13,335-96.1% | $9,455-94.5% | $13,402-96.2% |