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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 | $72,749 | $56,431+28.9% | $130,788-44.4% | $87,485-16.8% |
| Participation rate | 100.0% | 58.9%+41.1pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 15.93% | 91.27%-75.3pp | 386.44%-370.5pp | 26.06%-10.1pp |
| Employer contribution / active EE | $3,243 | $1,549+109.3% | $3,558-8.9% | $2,596+24.9% |
| Participant deferral / active EE | $4,083 | $2,749+48.5% | $4,137-1.3% | $4,274-4.5% |
| Admin fee / account holder | $1,733 | $4,433-60.9% | $6,673-74.0% | $7,775-77.7% |