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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 | $38,749 | $100,073-61.3% | $85,126-54.5% | $145,877-73.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 208.70% | 84.11%+124.6pp | 66.63%+142.1pp | 551.28%-342.6pp |
| Employer contribution / active EE | $1,595 | $3,236-50.7% | $2,731-41.6% | $4,663-65.8% |
| Participant deferral / active EE | $11,388 | $5,294+115.1% | $4,523+151.8% | $6,691+70.2% |
| Admin fee / account holder | $577 | $7,261-92.1% | $6,160-90.6% | $13,402-95.7% |