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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 | $78,565 | $110,039-28.6% | $97,260-19.2% | $145,884-46.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 24.85% | 244.44%-219.6pp | 75.54%-50.7pp | 551.85%-527.0pp |
| Employer contribution / active EE | $4,247 | $3,074+38.1% | $2,721+56.1% | $4,662-8.9% |
| Participant deferral / active EE | $23,000 | $4,674+392.1% | $4,262+439.7% | $6,690+243.8% |
| Admin fee / account holder | $1,501 | $6,204-75.8% | $5,640-73.4% | $13,392-88.8% |