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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 | $39,065 | $112,933-65.4% | $90,970-57.1% | $158,982-75.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 9.40% | 215.82%-206.4pp | 134.60%-125.2pp | 302.99%-293.6pp |
| Employer contribution / active EE | $15,870 | $2,893+448.5% | $2,122+647.9% | $4,763+233.2% |
| Participant deferral / active EE | $7,345 | $4,128+77.9% | $3,373+117.8% | $5,983+22.8% |
| Admin fee / account holder | $6,108 | $8,047-24.1% | $5,961+2.5% | $11,252-45.7% |