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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 | $150,412-74.5% | $120,574-68.2% | $145,884-73.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.27% | 154.50%-139.2pp | 107.42%-92.2pp | 551.85%-536.6pp |
| Employer contribution / active EE | $2,856 | $4,355-34.4% | $3,471-17.7% | $4,662-38.7% |
| Participant deferral / active EE | $5,213 | $6,175-15.6% | $4,996+4.3% | $6,690-22.1% |
| Admin fee / account holder | $343 | $12,224-97.2% | $9,445-96.4% | $13,392-97.4% |