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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 | $35,860 | $111,830-67.9% | $93,696-61.7% | $145,884-75.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.92% | 204.08%-194.2pp | 133.74%-123.8pp | 551.85%-541.9pp |
| Employer contribution / active EE | $3,713 | $3,093+20.0% | $2,422+53.3% | $4,662-20.4% |
| Participant deferral / active EE | $7,123 | $4,920+44.8% | $4,417+61.3% | $6,690+6.5% |
| Admin fee / account holder | $5,263 | $10,249-48.6% | $8,287-36.5% | $13,392-60.7% |