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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 | $36,293 | $84,741-57.2% | $75,731-52.1% | $167,553-78.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 10.23% | 199.72%-189.5pp | 104.65%-94.4pp | 478.89%-468.7pp |
| Employer contribution / active EE | $5,208 | $3,230+61.2% | $2,743+89.8% | $4,840+7.6% |
| Participant deferral / active EE | $12,666 | $4,577+176.7% | $3,820+231.6% | $6,343+99.7% |
| Admin fee / account holder | $344 | $5,361-93.6% | $3,620-90.5% | $12,316-97.2% |