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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 | $56,997 | $100,203-43.1% | $85,240-33.1% | $145,897-60.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.96% | 84.28%-65.3pp | 66.75%-47.8pp | 552.29%-533.3pp |
| Employer contribution / active EE | $2,395 | $3,242-26.1% | $2,735-12.4% | $4,663-48.6% |
| Participant deferral / active EE | $7,559 | $5,299+42.7% | $4,527+67.0% | $6,689+13.0% |
| Admin fee / account holder | $1,769 | $7,265-75.7% | $6,165-71.3% | $13,390-86.8% |