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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 | $26,311 | $106,267-75.2% | $96,520-72.7% | $139,456-81.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 243.04% | 38.45%+204.6pp | 35.72%+207.3pp | 373.45%-130.4pp |
| Employer contribution / active EE | $3,838 | $4,105-6.5% | $3,739+2.7% | $4,753-19.2% |
| Participant deferral / active EE | $6,777 | $5,454+24.3% | $4,879+38.9% | $6,711+1.0% |
| Admin fee / account holder | $2,670 | $7,882-66.1% | $6,733-60.3% | $11,407-76.6% |