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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 | $60,843 | $105,866-42.5% | $90,766-33.0% | $134,545-54.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 67.00% | -10.99%+78.0pp | -12.16%+79.2pp | 418.37%-351.4pp |
| Employer contribution / active EE | $19,024 | $3,464+449.2% | $2,922+551.1% | $4,742+301.2% |
| Participant deferral / active EE | $14,920 | $5,217+186.0% | $4,565+226.8% | $6,401+133.1% |
| Admin fee / account holder | $2,184 | $13,938-84.3% | $8,446-74.1% | $11,431-80.9% |