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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 | $66,292 | $112,131-40.9% | $95,964-30.9% | $158,982-58.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.67% | 171.19%-153.5pp | 91.64%-74.0pp | 302.99%-285.3pp |
| Employer contribution / active EE | $8,729 | $3,199+172.8% | $2,541+243.5% | $4,763+83.3% |
| Participant deferral / active EE | $6,786 | $4,784+41.8% | $4,167+62.9% | $5,983+13.4% |
| Admin fee / account holder | $592 | $10,136-94.2% | $6,797-91.3% | $11,252-94.7% |