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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 | $64,668 | $96,643-33.1% | $86,617-25.3% | $139,456-53.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.10% | 106.57%-88.5pp | 591.91%-573.8pp | 373.45%-355.3pp |
| Employer contribution / active EE | $2,738 | $3,264-16.1% | $3,023-9.4% | $4,753-42.4% |
| Participant deferral / active EE | $12,536 | $4,835+159.3% | $4,437+182.5% | $6,711+86.8% |
| Admin fee / account holder | $699 | $6,406-89.1% | $5,613-87.5% | $11,407-93.9% |