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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 | $46,775 | $106,905-56.2% | $84,020-44.3% | $152,885-69.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 31.81% | 105.00%-73.2pp | 71.31%-39.5pp | 345.39%-313.6pp |
| Employer contribution / active EE | $2,551 | $2,735-6.7% | $1,984+28.6% | $4,763-46.5% |
| Participant deferral / active EE | $7,313 | $4,012+82.3% | $3,239+125.8% | $5,851+25.0% |
| Admin fee / account holder | $400 | $8,287-95.2% | $6,101-93.4% | $11,598-96.6% |