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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 | $39,772 | $92,219-56.9% | $76,768-48.2% | $135,379-70.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 333.80% | 5.46%+328.3pp | 2.43%+331.4pp | 519.79%-186.0pp |
| Employer contribution / active EE | $2,145 | $3,216-33.3% | $2,485-13.7% | $4,779-55.1% |
| Participant deferral / active EE | $1,993 | $4,508-55.8% | $3,852-48.3% | $5,609-64.5% |
| Admin fee / account holder | $6,748 | $10,749-37.2% | $6,675+1.1% | $10,828-37.7% |