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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 | $38,836 | $111,785-65.3% | $93,669-58.5% | $145,877-73.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.31% | 203.79%-194.5pp | 133.59%-124.3pp | 551.28%-542.0pp |
| Employer contribution / active EE | $6,792 | $3,096+119.4% | $2,424+180.2% | $4,663+45.7% |
| Participant deferral / active EE | $6,359 | $4,919+29.3% | $4,416+44.0% | $6,691-5.0% |
| Admin fee / account holder | $913 | $10,256-91.1% | $8,291-89.0% | $13,402-93.2% |