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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 | $55,785 | $150,435-62.9% | $120,580-53.7% | $145,897-61.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 22.57% | 154.60%-132.0pp | 107.48%-84.9pp | 552.29%-529.7pp |
| Employer contribution / active EE | $2,060 | $4,352-52.7% | $3,469-40.6% | $4,663-55.8% |
| Participant deferral / active EE | $26,750 | $6,174+333.3% | $4,995+435.5% | $6,689+299.9% |
| Admin fee / account holder | $481 | $12,182-96.1% | $9,418-94.9% | $13,390-96.4% |