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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 | $65,030 | $105,856-38.6% | $90,161-27.9% | $147,586-55.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 143.83% | 37.63%+106.2pp | 34.89%+108.9pp | 578.59%-434.8pp |
| Employer contribution / active EE | $2,624 | $4,126-36.4% | $3,318-20.9% | $4,876-46.2% |
| Participant deferral / active EE | $7,668 | $5,733+33.8% | $5,287+45.0% | $5,439+41.0% |
| Admin fee / account holder | $1,963 | $8,046-75.6% | $5,943-67.0% | $10,886-82.0% |