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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 | $34,268 | $65,575-47.7% | $86,209-60.3% | $75,181-54.4% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 14.96% | 46.07%-31.1pp | 1169.05%-1154.1pp | 160.69%-145.7pp |
| Employer contribution / active EE | $4,575 | $1,553+194.5% | $2,381+92.1% | $2,671+71.3% |
| Participant deferral / active EE | $3,239 | $3,023+7.1% | $3,986-18.7% | $4,126-21.5% |
| Admin fee / account holder | $3,425 | $5,470-37.4% | $6,853-50.0% | $5,650-39.4% |