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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 | $102,429-67.8% | $147,096-77.6% | $80,925-59.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 83.23% | 135.02%-51.8pp | 419.75%-336.5pp | 35.65%+47.6pp |
| Employer contribution / active EE | $4,456 | $3,716+19.9% | $4,936-9.7% | $2,756+61.7% |
| Participant deferral / active EE | $3,517 | $6,649-47.1% | $8,071-56.4% | $4,299-18.2% |
| Admin fee / account holder | $513 | $7,957-93.6% | $13,005-96.1% | $6,940-92.6% |