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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 | $47,251 | $81,643-42.1% | $70,462-32.9% | $158,950-70.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 34.76% | 208.51%-173.7pp | 109.08%-74.3pp | 302.91%-268.1pp |
| Employer contribution / active EE | $6,902 | $3,218+114.5% | $2,737+152.1% | $4,762+44.9% |
| Participant deferral / active EE | $6,784 | $4,555+49.0% | $3,710+82.9% | $5,983+13.4% |
| Admin fee / account holder | $1,118 | $6,194-82.0% | $3,845-70.9% | $11,248-90.1% |