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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 | $38,825 | $129,476-70.0% | $93,515-58.5% | $158,982-75.6% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 11.65% | 118.56%-106.9pp | 78.21%-66.6pp | 302.99%-291.3pp |
| Employer contribution / active EE | $5,973 | $2,717+119.9% | $2,077+187.5% | $4,763+25.4% |
| Participant deferral / active EE | $2,550 | $3,916-34.9% | $3,129-18.5% | $5,983-57.4% |
| Admin fee / account holder | $857 | $7,396-88.4% | $5,235-83.6% | $11,252-92.4% |