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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 | $40,659 | $106,918-62.0% | $84,021-51.6% | $152,897-73.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 22.57% | 105.01%-82.4pp | 71.32%-48.7pp | 345.43%-322.9pp |
| Employer contribution / active EE | $5,388 | $2,735+97.0% | $1,984+171.6% | $4,764+13.1% |
| Participant deferral / active EE | $6,807 | $4,012+69.7% | $3,239+110.2% | $5,851+16.3% |
| Admin fee / account holder | $502 | $8,288-93.9% | $6,102-91.8% | $11,599-95.7% |