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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 | $68,841 | $183,539-62.5% | $155,556-55.7% | $145,897-52.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.35% | 61.31%-48.0pp | 64.84%-51.5pp | 552.29%-538.9pp |
| Employer contribution / active EE | $2,228 | $5,315-58.1% | $4,675-52.4% | $4,663-52.2% |
| Participant deferral / active EE | $5,175 | $6,467-20.0% | $5,631-8.1% | $6,689-22.6% |
| Admin fee / account holder | $74,120 | $19,275+284.5% | $15,885+366.6% | $13,390+453.5% |