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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 | $56,012 | $104,694-46.5% | $85,709-34.6% | $167,536-66.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 133.00% | 21.45%+111.6pp | 21.49%+111.5pp | 478.82%-345.8pp |
| Employer contribution / active EE | $2,225 | $3,337-33.3% | $2,619-15.0% | $4,839-54.0% |
| Participant deferral / active EE | $2,470 | $4,826-48.8% | $3,924-37.1% | $6,342-61.1% |
| Admin fee / account holder | $352 | $10,035-96.5% | $6,876-94.9% | $12,315-97.1% |