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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 | $84,399 | $73,518+14.8% | $63,003+34.0% | $147,585-42.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.38% | 175.46%-162.1pp | 87.59%-74.2pp | 578.57%-565.2pp |
| Employer contribution / active EE | $5,215 | $3,322+57.0% | $2,760+88.9% | $4,876+6.9% |
| Participant deferral / active EE | $1,401 | $4,183-66.5% | $3,329-57.9% | $5,439-74.2% |
| Admin fee / account holder | $620 | $5,952-89.6% | $3,600-82.8% | $10,885-94.3% |