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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 | $38,140 | $84,708-55.0% | $75,714-49.6% | $167,536-77.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 18.59% | 199.62%-181.0pp | 104.62%-86.0pp | 478.82%-460.2pp |
| Employer contribution / active EE | $1,974 | $3,231-38.9% | $2,744-28.0% | $4,839-59.2% |
| Participant deferral / active EE | $3,493 | $4,577-23.7% | $3,820-8.6% | $6,342-44.9% |
| Admin fee / account holder | $8,631 | $5,358+61.1% | $3,619+138.5% | $12,315-29.9% |