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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 | $28,743 | $111,785-74.3% | $93,669-69.3% | $145,877-80.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.99% | 203.79%-194.8pp | 133.59%-124.6pp | 551.28%-542.3pp |
| Employer contribution / active EE | $2,482 | $3,096-19.8% | $2,424+2.4% | $4,663-46.8% |
| Participant deferral / active EE | $10,122 | $4,919+105.8% | $4,416+129.2% | $6,691+51.3% |
| Admin fee / account holder | $5,624 | $10,256-45.2% | $8,291-32.2% | $13,402-58.0% |