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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 | $57,985 | $73,518-21.1% | $63,003-8.0% | $147,585-60.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.19% | 175.46%-159.3pp | 87.59%-71.4pp | 578.57%-562.4pp |
| Employer contribution / active EE | $2,393 | $3,322-28.0% | $2,760-13.3% | $4,876-50.9% |
| Participant deferral / active EE | $4,638 | $4,183+10.9% | $3,329+39.3% | $5,439-14.7% |
| Admin fee / account holder | $1,416 | $5,952-76.2% | $3,600-60.7% | $10,885-87.0% |