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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 | $74,439 | $99,079-24.9% | $78,002-4.6% | $273,972-72.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.94% | 217.93%-211.0pp | 425.99%-419.0pp | 41.46%-34.5pp |
| Employer contribution / active EE | $3,638 | $3,308+10.0% | $2,470+47.3% | $4,869-25.3% |
| Participant deferral / active EE | $3,255 | $4,306-24.4% | $3,497-6.9% | $5,287-38.4% |
| Admin fee / account holder | $757 | $8,954-91.5% | $5,481-86.2% | $10,133-92.5% |