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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 | $25,652 | $150,346-82.9% | $120,524-78.7% | $145,877-82.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 20.52% | 154.40%-133.9pp | 107.36%-86.8pp | 551.28%-530.8pp |
| Employer contribution / active EE | $3,583 | $4,353-17.7% | $3,469+3.3% | $4,663-23.2% |
| Participant deferral / active EE | $2,571 | $6,172-58.4% | $4,994-48.5% | $6,691-61.6% |
| Admin fee / account holder | $3,045 | $12,215-75.1% | $9,440-67.7% | $13,402-77.3% |