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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 | $96,678-33.1% | $86,640-25.4% | $139,466-53.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.10% | 106.69%-88.6pp | 592.52%-574.4pp | 373.66%-355.6pp |
| Employer contribution / active EE | $2,738 | $3,265-16.2% | $3,024-9.5% | $4,754-42.4% |
| Participant deferral / active EE | $12,536 | $4,837+159.2% | $4,438+182.5% | $6,712+86.8% |
| Admin fee / account holder | $699 | $6,410-89.1% | $5,616-87.6% | $11,409-93.9% |