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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 | $57,994 | $112,131-48.3% | $95,964-39.6% | $158,982-63.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 20.84% | 171.19%-150.3pp | 91.64%-70.8pp | 302.99%-282.1pp |
| Employer contribution / active EE | $3,004 | $3,199-6.1% | $2,541+18.2% | $4,763-36.9% |
| Participant deferral / active EE | $8,631 | $4,784+80.4% | $4,167+107.1% | $5,983+44.2% |
| Admin fee / account holder | $2,152 | $10,136-78.8% | $6,797-68.3% | $11,252-80.9% |