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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 | $31,080 | $100,203-69.0% | $85,240-63.5% | $145,897-78.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.21% | 84.28%-73.1pp | 66.75%-55.5pp | 552.29%-541.1pp |
| Employer contribution / active EE | $4,127 | $3,242+27.3% | $2,735+50.9% | $4,663-11.5% |
| Participant deferral / active EE | $2,629 | $5,299-50.4% | $4,527-41.9% | $6,689-60.7% |
| Admin fee / account holder | $625 | $7,265-91.4% | $6,165-89.9% | $13,390-95.3% |