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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 | $53,166 | $125,237-57.5% | $105,608-49.7% | $145,877-63.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.89% | 225.76%-214.9pp | 116.50%-105.6pp | 551.28%-540.4pp |
| Employer contribution / active EE | $4,806 | $3,720+29.2% | $3,167+51.8% | $4,663+3.1% |
| Participant deferral / active EE | $2,842 | $5,711-50.2% | $5,010-43.3% | $6,691-57.5% |
| Admin fee / account holder | $1,066 | $17,287-93.8% | $11,028-90.3% | $13,402-92.0% |