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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 | $77,793 | $109,908-29.2% | $97,161-19.9% | $145,978-46.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.53% | 243.80%-231.3pp | 75.36%-62.8pp | 550.52%-538.0pp |
| Employer contribution / active EE | $3,600 | $3,077+17.0% | $2,723+32.2% | $4,662-22.8% |
| Participant deferral / active EE | $22,500 | $4,679+380.9% | $4,265+427.5% | $6,690+236.3% |
| Admin fee / account holder | $495 | $6,213-92.0% | $5,647-91.2% | $13,400-96.3% |