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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 | $47,300 | $110,551-57.2% | $80,741-41.4% | $167,536-71.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 12.36% | 120.57%-108.2pp | 87.30%-74.9pp | 478.82%-466.5pp |
| Employer contribution / active EE | $7,377 | $1,543+378.1% | $1,160+535.8% | $4,839+52.4% |
| Participant deferral / active EE | $9,090 | $2,870+216.7% | $2,145+323.7% | $6,342+43.3% |
| Admin fee / account holder | $1,550 | $4,547-65.9% | $3,380-54.2% | $12,315-87.4% |