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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 | $46,098 | $150,412-69.4% | $120,574-61.8% | $145,884-68.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.16% | 154.50%-142.3pp | 107.42%-95.3pp | 551.85%-539.7pp |
| Employer contribution / active EE | $4,824 | $4,355+10.8% | $3,471+39.0% | $4,662+3.5% |
| Participant deferral / active EE | $5,472 | $6,175-11.4% | $4,996+9.5% | $6,690-18.2% |
| Admin fee / account holder | $599 | $12,224-95.1% | $9,445-93.7% | $13,392-95.5% |