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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 | $54,175 | $107,363-49.5% | $92,909-41.7% | $152,897-64.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.03% | 145.63%-125.6pp | 109.44%-89.4pp | 345.43%-325.4pp |
| Employer contribution / active EE | $1,552 | $4,222-63.2% | $3,653-57.5% | $4,764-67.4% |
| Participant deferral / active EE | $1,761 | $4,848-63.7% | $4,238-58.4% | $5,851-69.9% |
| Admin fee / account holder | $670 | $7,082-90.5% | $5,795-88.4% | $11,599-94.2% |