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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 | $35,825 | $150,435-76.2% | $120,580-70.3% | $145,897-75.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 10.01% | 154.60%-144.6pp | 107.48%-97.5pp | 552.29%-542.3pp |
| Employer contribution / active EE | $3,846 | $4,352-11.6% | $3,469+10.9% | $4,663-17.5% |
| Participant deferral / active EE | $2,733 | $6,174-55.7% | $4,995-45.3% | $6,689-59.1% |
| Admin fee / account holder | $1,646 | $12,182-86.5% | $9,418-82.5% | $13,390-87.7% |