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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 | $32,034 | $106,001-69.8% | $92,235-65.3% | $147,585-78.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.25% | 50.05%-30.8pp | 176.28%-157.0pp | 578.56%-559.3pp |
| Employer contribution / active EE | $4,007 | $4,333-7.5% | $3,679+8.9% | $4,876-17.8% |
| Participant deferral / active EE | $7,921 | $4,478+76.9% | $3,897+103.3% | $5,439+45.6% |
| Admin fee / account holder | $4,710 | $6,332-25.6% | $5,194-9.3% | $10,885-56.7% |