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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 | $39,822 | $144,124-72.4% | $117,857-66.2% | $147,585-73.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.42% | 531.17%-517.7pp | 335.09%-321.7pp | 578.57%-565.1pp |
| Employer contribution / active EE | $3,979 | $4,897-18.7% | $3,786+5.1% | $4,876-18.4% |
| Participant deferral / active EE | $6,460 | $5,316+21.5% | $4,482+44.1% | $5,439+18.8% |
| Admin fee / account holder | $3,265 | $10,886-70.0% | $8,020-59.3% | $10,885-70.0% |