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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 | $49,949 | $157,296-68.2% | $141,191-64.6% | $152,897-67.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.44% | 64.34%-43.9pp | 71.41%-51.0pp | 345.43%-325.0pp |
| Employer contribution / active EE | $3,856 | $5,262-26.7% | $4,736-18.6% | $4,764-19.1% |
| Participant deferral / active EE | $6,097 | $7,111-14.3% | $6,710-9.1% | $5,851+4.2% |
| Admin fee / account holder | $962 | $12,125-92.1% | $10,264-90.6% | $11,599-91.7% |