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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 | $233,747 | $106,905+118.6% | $84,020+178.2% | $152,885+52.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 26.00% | 105.00%-79.0pp | 71.31%-45.3pp | 345.39%-319.4pp |
| Employer contribution / active EE | $3,086 | $2,735+12.8% | $1,984+55.6% | $4,763-35.2% |
| Participant deferral / active EE | $6,228 | $4,012+55.2% | $3,239+92.3% | $5,851+6.4% |
| Admin fee / account holder | $570 | $8,287-93.1% | $6,101-90.7% | $11,598-95.1% |