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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 | $65,876 | $144,130-54.3% | $117,861-44.1% | $147,586-55.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.54% | 531.20%-519.7pp | 335.11%-323.6pp | 578.59%-567.0pp |
| Employer contribution / active EE | $3,677 | $4,897-24.9% | $3,786-2.9% | $4,876-24.6% |
| Participant deferral / active EE | $3,740 | $5,316-29.6% | $4,482-16.5% | $5,439-31.2% |
| Admin fee / account holder | $362 | $10,887-96.7% | $8,021-95.5% | $10,886-96.7% |