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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 | $60,537 | $107,363-43.6% | $92,909-34.8% | $152,897-60.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.21% | 145.63%-126.4pp | 109.44%-90.2pp | 345.43%-326.2pp |
| Employer contribution / active EE | $7,299 | $4,222+72.9% | $3,653+99.8% | $4,764+53.2% |
| Participant deferral / active EE | $5,346 | $4,848+10.3% | $4,238+26.2% | $5,851-8.6% |
| Admin fee / account holder | $4,301 | $7,082-39.3% | $5,795-25.8% | $11,599-62.9% |