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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 | $40,745 | $49,199-17.2% | $121,210-66.4% | $75,177-45.8% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 15.67% | 56.04%-40.4pp | 987.41%-971.7pp | 160.75%-145.1pp |
| Employer contribution / active EE | $1,504 | $1,547-2.8% | $4,171-63.9% | $2,671-43.7% |
| Participant deferral / active EE | $3,305 | $2,630+25.7% | $4,084-19.1% | $4,126-19.9% |
| Admin fee / account holder | $1,615 | $3,946-59.1% | $5,647-71.4% | $5,651-71.4% |