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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 | $111,814-67.9% | $93,654-61.7% | $145,959-75.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.92% | 203.30%-193.4pp | 133.34%-123.4pp | 561.95%-552.0pp |
| Employer contribution / active EE | $3,713 | $3,092+20.1% | $2,421+53.4% | $4,661-20.3% |
| Participant deferral / active EE | $7,123 | $4,914+44.9% | $4,413+61.4% | $6,689+6.5% |
| Admin fee / account holder | $5,263 | $10,246-48.6% | $8,282-36.5% | $13,398-60.7% |