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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 | $150,197-69.3% | $120,368-61.7% | $145,959-68.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.16% | 154.26%-142.1pp | 107.26%-95.1pp | 561.95%-549.8pp |
| Employer contribution / active EE | $4,824 | $4,350+10.9% | $3,465+39.2% | $4,661+3.5% |
| Participant deferral / active EE | $5,472 | $6,174-11.4% | $4,991+9.6% | $6,689-18.2% |
| Admin fee / account holder | $599 | $12,216-95.1% | $9,429-93.7% | $13,398-95.5% |