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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 | $65,936 | $84,713-22.2% | $75,717-12.9% | $167,518-60.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 12.78% | 199.49%-186.7pp | 104.58%-91.8pp | 478.71%-465.9pp |
| Employer contribution / active EE | $1,471 | $3,229-54.5% | $2,743-46.4% | $4,838-69.6% |
| Participant deferral / active EE | $11,672 | $4,578+155.0% | $3,821+205.5% | $6,342+84.0% |
| Admin fee / account holder | $390 | $5,357-92.7% | $3,619-89.2% | $12,312-96.8% |