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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 | $42,569 | $114,093-62.7% | $96,171-55.7% | $167,536-74.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 9.70% | 190.00%-180.3pp | 192.04%-182.3pp | 478.82%-469.1pp |
| Employer contribution / active EE | $3,848 | $3,429+12.2% | $2,799+37.5% | $4,839-20.5% |
| Participant deferral / active EE | $6,218 | $5,197+19.6% | $4,350+42.9% | $6,342-2.0% |
| Admin fee / account holder | $338 | $6,899-95.1% | $5,538-93.9% | $12,315-97.3% |