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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 | $42,239 | $115,810-63.5% | $101,271-58.3% | $158,966-73.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.40% | 56.15%-44.8pp | 46.48%-35.1pp | 302.95%-291.5pp |
| Employer contribution / active EE | $8,800 | $4,175+110.7% | $3,660+140.4% | $4,762+84.8% |
| Participant deferral / active EE | $5,045 | $4,958+1.8% | $4,371+15.4% | $5,983-15.7% |
| Admin fee / account holder | $2,502 | $7,248-65.5% | $5,948-57.9% | $11,250-77.8% |