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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 | $28,916 | $111,785-74.1% | $93,669-69.1% | $145,877-80.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.08% | 203.79%-193.7pp | 133.59%-123.5pp | 551.28%-541.2pp |
| Employer contribution / active EE | $3,333 | $3,096+7.7% | $2,424+37.5% | $4,663-28.5% |
| Participant deferral / active EE | $3,467 | $4,919-29.5% | $4,416-21.5% | $6,691-48.2% |
| Admin fee / account holder | $407 | $10,256-96.0% | $8,291-95.1% | $13,402-97.0% |