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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 | $70,598 | $106,008-33.4% | $92,240-23.5% | $147,586-52.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.12% | 50.05%-30.9pp | 176.29%-157.2pp | 578.59%-559.5pp |
| Employer contribution / active EE | $6,824 | $4,333+57.5% | $3,680+85.4% | $4,876+39.9% |
| Participant deferral / active EE | $10,277 | $4,478+129.5% | $3,897+163.7% | $5,439+89.0% |
| Admin fee / account holder | $1,038 | $6,333-83.6% | $5,194-80.0% | $10,886-90.5% |