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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 | $38,427 | $106,005-63.7% | $92,239-58.3% | $147,585-74.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.34% | 50.05%-29.7pp | 176.29%-156.0pp | 578.58%-558.2pp |
| Employer contribution / active EE | $1,352 | $4,333-68.8% | $3,680-63.3% | $4,876-72.3% |
| Participant deferral / active EE | $6,021 | $4,478+34.4% | $3,897+54.5% | $5,439+10.7% |
| Admin fee / account holder | $2,983 | $6,333-52.9% | $5,194-42.6% | $10,886-72.6% |