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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 | $49,035 | $84,708-42.1% | $75,714-35.2% | $167,536-70.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 18.52% | 199.62%-181.1pp | 104.62%-86.1pp | 478.82%-460.3pp |
| Employer contribution / active EE | $3,553 | $3,231+10.0% | $2,744+29.5% | $4,839-26.6% |
| Participant deferral / active EE | $7,797 | $4,577+70.3% | $3,820+104.1% | $6,342+22.9% |
| Admin fee / account holder | $7,045 | $5,358+31.5% | $3,619+94.7% | $12,315-42.8% |