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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 | $21,230 | $108,882-80.5% | $96,754-78.1% | $154,746-86.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 52.00% | 98.39%-46.4pp | 82.04%-30.0pp | 172.34%-120.3pp |
| Employer contribution / active EE | $2,920 | $3,018-3.3% | $2,679+9.0% | $4,379-33.3% |
| Participant deferral / active EE | $6,109 | $5,323+14.8% | $4,758+28.4% | $6,730-9.2% |
| Admin fee / account holder | $375 | $10,200-96.3% | $8,905-95.8% | $14,365-97.4% |