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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 | $73,733 | $84,713-13.0% | $75,717-2.6% | $167,518-56.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 13.82% | 199.49%-185.7pp | 104.58%-90.8pp | 478.71%-464.9pp |
| Employer contribution / active EE | $3,009 | $3,229-6.8% | $2,743+9.7% | $4,838-37.8% |
| Participant deferral / active EE | $2,600 | $4,578-43.2% | $3,821-32.0% | $6,342-59.0% |
| Admin fee / account holder | $331 | $5,357-93.8% | $3,619-90.9% | $12,312-97.3% |