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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 | $40,612 | $96,691-58.0% | $86,656-53.1% | $139,487-70.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 36.65% | 106.87%-70.2pp | 593.09%-556.4pp | 373.84%-337.2pp |
| Employer contribution / active EE | $1,454 | $3,267-55.5% | $3,025-51.9% | $4,755-69.4% |
| Participant deferral / active EE | $8,163 | $4,838+68.7% | $4,439+83.9% | $6,713+21.6% |
| Admin fee / account holder | $1,020 | $6,414-84.1% | $5,619-81.9% | $11,407-91.1% |