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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 | $48,077 | $111,830-57.0% | $93,696-48.7% | $145,884-67.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.06% | 204.08%-192.0pp | 133.74%-121.7pp | 551.85%-539.8pp |
| Employer contribution / active EE | $6,651 | $3,093+115.1% | $2,422+174.6% | $4,662+42.7% |
| Participant deferral / active EE | $4,547 | $4,920-7.6% | $4,417+2.9% | $6,690-32.0% |
| Admin fee / account holder | $366 | $10,249-96.4% | $8,287-95.6% | $13,392-97.3% |