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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 | $50,872 | $68,097-25.3% | $62,929-19.2% | $137,256-62.9% |
| Participation rate | 77.8% | 77.4%+0.3pp | 73.1%+4.7pp | 80.0%-2.2pp |
| Annual return | 14.56% | 1859.11%-1844.6pp | 1063.93%-1049.4pp | 220.34%-205.8pp |
| Employer contribution / active EE | $3,645 | $2,811+29.7% | $2,505+45.5% | $4,156-12.3% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $860 | $6,521-86.8% | $5,065-83.0% | $12,270-93.0% |