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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 | $48,859 | $107,941-54.7% | $91,994-46.9% | $152,897-68.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 24.65% | 89.28%-64.6pp | 69.04%-44.4pp | 345.43%-320.8pp |
| Employer contribution / active EE | $3,940 | $4,212-6.5% | $3,453+14.1% | $4,764-17.3% |
| Participant deferral / active EE | $4,501 | $6,366-29.3% | $5,924-24.0% | $5,851-23.1% |
| Admin fee / account holder | $518 | $10,521-95.1% | $7,744-93.3% | $11,599-95.5% |