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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 | $76,221 | $107,363-29.0% | $92,909-18.0% | $152,897-50.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.85% | 145.63%-125.8pp | 109.44%-89.6pp | 345.43%-325.6pp |
| Employer contribution / active EE | $4,167 | $4,222-1.3% | $3,653+14.0% | $4,764-12.5% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,729 | $7,082-61.5% | $5,795-52.9% | $11,599-76.5% |