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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 | $37,263 | $110,551-66.3% | $80,741-53.8% | $167,518-77.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 16.11% | 120.57%-104.5pp | 87.30%-71.2pp | 478.71%-462.6pp |
| Employer contribution / active EE | $3,637 | $1,543+135.7% | $1,160+213.5% | $4,838-24.8% |
| Participant deferral / active EE | $1,988 | $2,870-30.8% | $2,145-7.4% | $6,342-68.7% |
| Admin fee / account holder | $793 | $4,547-82.6% | $3,380-76.6% | $12,312-93.6% |