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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 | $47,023 | $96,691-51.4% | $86,656-45.7% | $139,487-66.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.31% | 106.87%-91.6pp | 593.09%-577.8pp | 373.84%-358.5pp |
| Employer contribution / active EE | $4,213 | $3,267+29.0% | $3,025+39.2% | $4,755-11.4% |
| Participant deferral / active EE | $6,277 | $4,838+29.7% | $4,439+41.4% | $6,713-6.5% |
| Admin fee / account holder | $1,057 | $6,414-83.5% | $5,619-81.2% | $11,407-90.7% |