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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 | $54,521 | $99,995-45.5% | $85,063-35.9% | $145,978-62.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.51% | 83.99%-72.5pp | 66.54%-55.0pp | 550.52%-539.0pp |
| Employer contribution / active EE | $3,611 | $3,231+11.8% | $2,727+32.4% | $4,662-22.5% |
| Participant deferral / active EE | $7,401 | $5,295+39.8% | $4,523+63.6% | $6,690+10.6% |
| Admin fee / account holder | $319 | $7,255-95.6% | $6,155-94.8% | $13,400-97.6% |