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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 | $19,395 | $183,539-89.4% | $155,556-87.5% | $145,897-86.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 126.41% | 61.31%+65.1pp | 64.84%+61.6pp | 552.29%-425.9pp |
| Employer contribution / active EE | $2,271 | $5,315-57.3% | $4,675-51.4% | $4,663-51.3% |
| Participant deferral / active EE | $5,307 | $6,467-17.9% | $5,631-5.8% | $6,689-20.7% |
| Admin fee / account holder | $3,262 | $19,275-83.1% | $15,885-79.5% | $13,390-75.6% |