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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 | $54,847 | $99,079-44.6% | $78,002-29.7% | $273,972-80.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.24% | 217.93%-212.7pp | 425.99%-420.7pp | 41.46%-36.2pp |
| Employer contribution / active EE | $3,295 | $3,308-0.4% | $2,470+33.4% | $4,869-32.3% |
| Participant deferral / active EE | $7,217 | $4,306+67.6% | $3,497+106.4% | $5,287+36.5% |
| Admin fee / account holder | $823 | $8,954-90.8% | $5,481-85.0% | $10,133-91.9% |