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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 | $28,982 | $162,812-82.2% | $133,971-78.4% | $158,966-81.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 98.24% | 41.94%+56.3pp | 45.09%+53.1pp | 302.95%-204.7pp |
| Employer contribution / active EE | $1,429 | $4,976-71.3% | $3,919-63.5% | $4,762-70.0% |
| Participant deferral / active EE | $3,272 | $5,910-44.6% | $5,047-35.2% | $5,983-45.3% |
| Admin fee / account holder | $776 | $11,741-93.4% | $8,929-91.3% | $11,250-93.1% |