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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 | $38,362 | $99,079-61.3% | $78,002-50.8% | $273,972-86.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.06% | 217.93%-210.9pp | 425.99%-418.9pp | 41.46%-34.4pp |
| Employer contribution / active EE | $5,954 | $3,308+80.0% | $2,470+141.0% | $4,869+22.3% |
| Participant deferral / active EE | $3,541 | $4,306-17.8% | $3,497+1.3% | $5,287-33.0% |
| Admin fee / account holder | $750 | $8,954-91.6% | $5,481-86.3% | $10,133-92.6% |