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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 | $23,961 | $110,801-78.4% | $86,615-72.3% | $167,536-85.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 8.34% | 116.96%-108.6pp | 63.51%-55.2pp | 478.82%-470.5pp |
| Employer contribution / active EE | $6,484 | $3,245+99.8% | $2,496+159.8% | $4,839+34.0% |
| Participant deferral / active EE | $1,737 | $4,547-61.8% | $3,699-53.1% | $6,342-72.6% |
| Admin fee / account holder | $3,055 | $8,417-63.7% | $5,830-47.6% | $12,315-75.2% |