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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 | $91,852 | $112,933-18.7% | $90,970+1.0% | $158,982-42.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 69.88% | 215.82%-145.9pp | 134.60%-64.7pp | 302.99%-233.1pp |
| Employer contribution / active EE | $1,136 | $2,893-60.7% | $2,122-46.4% | $4,763-76.1% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $615 | $8,047-92.4% | $5,961-89.7% | $11,252-94.5% |