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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 | $58,233 | $112,131-48.1% | $95,964-39.3% | $158,982-63.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 21.59% | 171.19%-149.6pp | 91.64%-70.1pp | 302.99%-281.4pp |
| Employer contribution / active EE | $5,063 | $3,199+58.3% | $2,541+99.2% | $4,763+6.3% |
| Participant deferral / active EE | $2,869 | $4,784-40.0% | $4,167-31.1% | $5,983-52.1% |
| Admin fee / account holder | $368 | $10,136-96.4% | $6,797-94.6% | $11,252-96.7% |