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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 | $38,542 | $106,905-63.9% | $84,020-54.1% | $152,885-74.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 16.20% | 105.00%-88.8pp | 71.31%-55.1pp | 345.39%-329.2pp |
| Employer contribution / active EE | $11,111 | $2,735+306.3% | $1,984+460.2% | $4,763+133.3% |
| Participant deferral / active EE | $1,425 | $4,012-64.5% | $3,239-56.0% | $5,851-75.6% |
| Admin fee / account holder | $8,332 | $8,287+0.5% | $6,101+36.6% | $11,598-28.2% |