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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 | $53,862 | $123,854-56.5% | $69,623-22.6% | $145,884-63.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 13.61% | 192.35%-178.7pp | 101.23%-87.6pp | 551.85%-538.2pp |
| Employer contribution / active EE | $6,665 | $2,673+149.3% | $1,709+290.0% | $4,662+43.0% |
| Participant deferral / active EE | $1,810 | $4,242-57.3% | $2,890-37.4% | $6,690-72.9% |
| Admin fee / account holder | $345 | $7,822-95.6% | $4,696-92.7% | $13,392-97.4% |