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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 | $30,796 | $110,039-72.0% | $97,260-68.3% | $145,884-78.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.80% | 244.44%-233.6pp | 75.54%-64.7pp | 551.85%-541.0pp |
| Employer contribution / active EE | $4,811 | $3,074+56.5% | $2,721+76.8% | $4,662+3.2% |
| Participant deferral / active EE | $5,103 | $4,674+9.2% | $4,262+19.7% | $6,690-23.7% |
| Admin fee / account holder | $6,865 | $6,204+10.7% | $5,640+21.7% | $13,392-48.7% |