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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 | $42,912 | $99,652-56.9% | $78,778-45.5% | $147,586-70.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 8.31% | 47.28%-39.0pp | 35.62%-27.3pp | 578.59%-570.3pp |
| Employer contribution / active EE | $3,487 | $2,796+24.7% | $1,986+75.6% | $4,876-28.5% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $502 | $7,155-93.0% | $5,134-90.2% | $10,886-95.4% |