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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 | $38,295 | $150,435-74.5% | $120,580-68.2% | $145,897-73.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 15.27% | 154.60%-139.3pp | 107.48%-92.2pp | 552.29%-537.0pp |
| Employer contribution / active EE | $2,856 | $4,352-34.4% | $3,469-17.7% | $4,663-38.7% |
| Participant deferral / active EE | $5,213 | $6,174-15.6% | $4,995+4.4% | $6,689-22.1% |
| Admin fee / account holder | $343 | $12,182-97.2% | $9,418-96.4% | $13,390-97.4% |