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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 | $74,947 | $56,134+33.5% | $96,192-22.1% | $85,851-12.7% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 16.43% | 42.30%-25.9pp | 192.09%-175.7pp | 318.63%-302.2pp |
| Employer contribution / active EE | $4,174 | $1,620+157.7% | $2,799+49.1% | $2,565+62.7% |
| Participant deferral / active EE | $4,173 | $2,858+46.1% | $4,351-4.1% | $3,952+5.6% |
| Admin fee / account holder | $345 | $3,769-90.9% | $5,539-93.8% | $6,261-94.5% |