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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 | $32,975 | $102,422-67.8% | $147,117-77.6% | $80,959-59.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 83.23% | 135.16%-51.9pp | 420.54%-337.3pp | 35.67%+47.6pp |
| Employer contribution / active EE | $4,456 | $3,717+19.9% | $4,932-9.7% | $2,757+61.6% |
| Participant deferral / active EE | $3,517 | $6,652-47.1% | $8,065-56.4% | $4,300-18.2% |
| Admin fee / account holder | $513 | $7,953-93.6% | $12,993-96.1% | $6,925-92.6% |