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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 | $34,935 | $112,099-68.8% | $95,954-63.6% | $158,931-78.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.60% | 171.12%-157.5pp | 91.62%-78.0pp | 302.86%-289.3pp |
| Employer contribution / active EE | $2,440 | $3,198-23.7% | $2,541-4.0% | $4,761-48.8% |
| Participant deferral / active EE | $3,666 | $4,784-23.4% | $4,167-12.0% | $5,982-38.7% |
| Admin fee / account holder | $513 | $10,132-94.9% | $6,796-92.5% | $11,247-95.4% |