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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 | $111,830-65.3% | $93,696-58.6% | $145,884-73.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.31% | 204.08%-194.8pp | 133.74%-124.4pp | 551.85%-542.5pp |
| Employer contribution / active EE | $6,792 | $3,093+119.6% | $2,422+180.4% | $4,662+45.7% |
| Participant deferral / active EE | $6,359 | $4,920+29.2% | $4,417+44.0% | $6,690-4.9% |
| Admin fee / account holder | $913 | $10,249-91.1% | $8,287-89.0% | $13,392-93.2% |