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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 | $73,242 | $106,923-31.5% | $84,023-12.8% | $152,909-52.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 17.70% | 105.02%-87.3pp | 71.32%-53.6pp | 345.46%-327.8pp |
| Employer contribution / active EE | $5,292 | $2,735+93.5% | $1,984+166.8% | $4,764+11.1% |
| Participant deferral / active EE | $2,300 | $4,013-42.7% | $3,239-29.0% | $5,851-60.7% |
| Admin fee / account holder | $821 | $8,289-90.1% | $6,102-86.5% | $11,601-92.9% |