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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 | $80,335 | $99,079-18.9% | $78,002+3.0% | $273,972-70.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.25% | 217.93%-212.7pp | 425.99%-420.7pp | 41.46%-36.2pp |
| Employer contribution / active EE | $1,222 | $3,308-63.1% | $2,470-50.5% | $4,869-74.9% |
| Participant deferral / active EE | $1,366 | $4,306-68.3% | $3,497-60.9% | $5,287-74.2% |
| Admin fee / account holder | $954 | $8,954-89.3% | $5,481-82.6% | $10,133-90.6% |