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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 | $45,989 | $111,785-58.9% | $93,669-50.9% | $145,877-68.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 25.53% | 203.79%-178.3pp | 133.59%-108.1pp | 551.28%-525.7pp |
| Employer contribution / active EE | $5,225 | $3,096+68.8% | $2,424+115.6% | $4,663+12.0% |
| Participant deferral / active EE | $7,036 | $4,919+43.1% | $4,416+59.3% | $6,691+5.2% |
| Admin fee / account holder | $409 | $10,256-96.0% | $8,291-95.1% | $13,402-96.9% |